Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance
SIFMA Private Client Conference - BondEdge Solutions, an Interactive Data company and leading provider of fixed income portfolio management software, today announced the release of BondEdge Wealth Manager, a new product offering for wealth management professionals and investment advisors.
Investment professionals have long utilized the robust analytical tools in BondEdge to manage institutional fixed income portfolios. Now, BondEdge Wealth Manager bundles into one offering the features available for institutional portfolios -- such as risk reporting, benchmarks comparisons, total return simulations, and what-if analyses -- with the compliance tools and coverage of the municipal and taxable bond markets. This package of fixed income portfolio analytics, reports, and charts, combined with pre and post-trade compliance monitoring of portfolio attributes (such as effective duration), provides a specialized offering for wealth management portfolios with taxable and tax-exempt investments.
"As fixed income wealth management has become more sophisticated, wealth managers and investment advisors are seeking institutional quality analytical tools to more effectively manage fixed income portfolios in the current low yield environment," said Keith Webster, managing director, BondEdge Solutions. "We are pleased to provide these capabilities on the BondEdge platform to help investment professionals manage fixed income portfolio risk and to identify investment opportunities."
Michael J. Peters, fixed income analyst at Cleary Gull Advisors, noted that, "The wealth manager capabilities in BondEdge give our investment advisors the ability to more effectively manage fixed income portfolio strategies for our institutional and high net worth clients. With yields at historic lows, it is increasingly important for our advisors to have access to comprehensive portfolio analytical tools that can analyze fixed income risk and reward."