BondEdge Wealth Manager brings together 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 into one offering.
The package of fixed income portfolio analytics, reports, and charts, combined with pre and post-trade compliance monitoring of portfolio attributes, also provides a specialized offering for wealth management portfolios with taxable and tax-exempt investments, claims the company.
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"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," noted Keith Webster, managing director, BondEdge Solutions.
Currently, BondEdge Solutions provides fixed income portfolio analytics to more than 400 banks, investment managers, brokerage firms, insurance companies and pension funds throughout North America.
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