Discover Trading Strategies
Search & Locate every bond CUSIP that meets your client's inquiry from our unique public and proprietary ownership repository.
Discover actionable trading strategies faster than your competition. BondView Pro is your very own cloud-based analyst. It constantly monitors holdings and transactions across the bond and fund universe and identifies patterns by institutional and retail owners.
Bond Sourcing
Instantly know how to
price your bonds
Search & Locate every bond CUSIP that meets your client's inquiry from our unique public and private ownership repository including public funds, managed portfolios and private holdings. BV Pro saves you time by automatically prioritizing which bond owners are most likely to be buyers or sellers based on their historic transaction activity in your target bond or similar bonds. Source the entire municipal universe for available bonds by state, sector, rating, coupon, maturity, tax treatment and more.
Real-time Price Discovery
Instantly determine how to price
your bonds by graphically comparing a target security to similar bonds selected by you.
Quickly review the comparable pricing of illiquid or liquid muni bonds. Since most muni bonds trade infrequently, similar bonds are used as a proxy and overlayed for more depth based on customizable filters such as similar issuer, state, sector, trade size, coupon and maturity date.
Client Situations
Automatically identify all funds with similar bonds as compared to your daily working orders and inventory.
This report reveals owners of bonds that were recently bought, sold or that will mature in the next 30 days. This arms you with fresh actionable intelligence when calling on existing clients or even generating new leads.
Fund Turnover Profile
Quickly understand detailed trading strategies for each of the 2,400 funds in the muni bond fund universe.
Quickly understand the detailed trading strategies for each of the 2,400 muni funds in the bond fund universe by state, sector, maturity, coupon, credit and peer group.
