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BondEdge Wealth Manager is a new package of product capabilities which combines institutional level portfolio analytics with investment reporting, charts, and compliance reports to provide a specialized solution for wealth managers and advisors. For many years, investment professionals have utilized the robust analytical tools in BondEdge to manage institutional fixed income portfolios.
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.Download product information on BondEdge Wealth Manager.
For more information, call (310) 479-9715 or contact us via email.