BondIT

The solution is especially designed for the bond portfolio management lifecycle. We automate manual processes and reduce the opacity from your client’s investment experience, so you can focus on giving value-¬added advice and build longer working relationships.

The solution is especially designed for the bond portfolio management lifecycle. We automate manual processes and reduce the opacity from your client’s investment experience, so you can focus on giving value-¬added advice and build longer working relationships.

Automated portfolio construction

Create truly bespoke portfolios in real-time, tailored to your clients’ specific mandates and portfolio targets with BondIT. Build from scratch, taking into consideration proprietary product risk ratings and buy lists. Our algorithmic solution gives you an optimised portfolio on the spot so that you can turn over the investment proposal in seconds, not hours.

Portfolio analysis with chart functions

Putting your customers at the centre of the investment process is at the heart of BondIT’s solution. Show how investment ideas can meet clients’ financial goals instantly. Our portfolio analytics generate the charts you need with the risk ¬ return characteristics, cash-flows, duration, rating, and sector spread illustrated in intuitive and visually appealing graphics.

BondIT automates the importing process of scattered financial data and consolidates them into one place for you. We keep the data feeds up to date and monitored, so you will always have them ready for your next task at your fingertips. This building block process is scalable for your workflow throughout the day.

We have built our solution as a data agnostic platform, processing data wherever it comes from. BondIT allows you to plug-in data from your existing vendors and proprietary sources into a single platform.

Monitor portfolios in aggregate with smart alerts

In the event of an overnight downgrade or a credit event when a portfolio yields have spiked, you can monitor your clients’ portfolios in aggregate with BondIT Smart Alerts.

For each alert triggered, BondIT automatically generates data-­optimised rebalancing suggestions for your clients. We instantly model and optimise the new portfolio so that you can highlight the difference in risk and return. Once you have the client’s approval, you can confirm the changes and the system will give you a set of trading-ready tickets.

IT enterprise solutions for increased transparency and automated workflows

By giving your portfolio managers and advisers the ability to provide comprehensive analysis and illustrate immediate improvement suggestions, we help to make sure the investment calls they make with your clients are informed decisions.

We provide modular tools and different levels of data integration to help you make the most of BondIT’s benefits across the enterprise.

With BondIT, you can easily integrate research recommendations, product risk ratings and leverage limits into investment screening, idea generation, and portfolio analysis. This enables you to effectively align investment mandates with risk guidelines and identify risks across client portfolios.

Accelerated trade flow and clear audit trails

With BondIT’s automated trade ticket export function, every portfolio generated is trade-ready, saving you the time to reconcile bond data scattered across emails, spreadsheets and databases.

We help simplify your processes while leaving you a clear audit trail for every step to ensure best execution and enterprise-wide compliance.

Business intelligence and risk overview

BondIT aggregates client portfolios across all markets where the solution has been deployed, minimising the time-consuming manual process of merging spreadsheets.

You can gain insights and free-up time to proactively manage your risk.

Modular access and data integration

For clients requiring instant uptime, BondIT’s software-as-a-service (SaaS) solution provides immediate and standalone access.

For more challenging applications, easy incorporation of proprietary data, combined with our modular, application protocol interface (API) enabled platform choices, enables you to integrate specific workflows into your existing platforms. Increase your productivity, better understand your risk, and extract value from your organisation’s data.