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Bedford, MA Office

32 Crosby Drive
Bedford
MA
US

London, UK Office

Fitzroy House, 13-17 Epworth Street
London
GB

Australia, Melbourne Office

1155 Malvern Road
Malvern
Melbourne
AU

France, Paris Office

9 rue de Téhéran
Paris
FR

Ireland, Dublin Office

6 Georges Dock, 4th floor IFSC
Dublin
IE

Luxembourg, Lux Office

5th floor 28 boulevard Royal
Luxembourg
LU

Switzerland, Geneva Office

25, rue Kléberg
Geneva
CH

New York, NY Office

100 William Street, 17th Floor
New York
NY
US

White Plains, NY Office

100 Hillside Avenue
White Plains
NY
US

Santa Monica, CA Office

2901 28th Street, Suite 300
Santa Monica
CA
US

Hayward, CA Office

3955 Point Eden Way
Hayward
CA
US

Singapore Office

1 Raffles Place #21-02 One Raffles Place
Singapore
SG

Hong Kong, Central Office

2001-2005, 20/F The Center 99 Queen's Road Central
Hong Kong
HK

Channel Islands, Jersey Office

8 Hill Street St Helier
Jersey
GB

Germany, Frankfurt Office

Sandweg 94
Frankfurt am Main
DE

Spain, Madrid Office

Francisco Silvela 42 1a planta
Madrid
ES

Switzerland, Zurich Office

Loewenstrasse 2
Zurich
CH

Australia, Sydney Office

Suite 405/368 Sussex Street
Sydney
AU

Japan, Tokyo Office

Kyobashi No. 8 Nagaoka Bldg. 1F 2-20-9 Hatchobori Chuo-ku
Tokyo
JP

Location Office

International House 1 St. Katharine's Way
London
GB

Italy, Rome Office

Via Cristoforo Colombo, 149
Rome
IT

Chicago, IL Office

600 West Fulton, 7th Floor
Chicago
IL
US

New York, NY Office

100 Church Street, 11th Floor
New York
NY
US

UAE, Dubai Office

805, City Tower 2 Sh. Zayed Road
Dubai
AE

Lombard, IL Office

955 Parkview Boulevard
Lombard
IL
US

Australia, Melbourne Office

Level 36/2 Freshwater Place Southbank Boulevard Southbank
Melbourne
AU

Telephone

02072653703

Contact

tony cossey a cossey
[email protected]
Back to all Intercontinental Exchange announcements

BondEdge Solutions Announces Launch of Wealth Management Offering

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."