Interactive Data: Products and Services: Fixed Income Analytics: BondEdge Wealth Manager

Product Information

BondEdgeOffering fixed income portfolio analytics

BondEdge APIBroadening access to analytics in support of enterprise-wide portfolio risk management activities

BondEdge Asset ManagerA new package of capabilities designed to assist portfolio managers and analysts manage relative risk and reward versus leading fixed income indices and liability benchmarks

BondEdge Cash Flow Analyst for InsuranceA new package of capabilities designed to support insurance cash flow analysts in generating dynamic asset cash flows and analytical risk reporting for asset-liability management

BondEdge Fixed Income StrategistNew offering designed specifically to address the needs of the fixed income strategist focused on financial institutional clients

BondEdge OnDemandProvides clients an alternative to installing and managing BondEdge as an in-house application

BondEdge BureauGain access to portfolio analytics without installing software

BondEdge FeedDelivering robust bond-level risk measures

BondEdge Yield Curve & Rates ServiceOffering daily U.S. fixed income yield curves and mortgage rates

BondEdge ETF Library ServicesOffering ETF sponsors access to a pool of potential institutional investors while providing these investors with transparency into the ETF.

BondEdge Wealth ManagerA new package of fixed income portfolio analytics that brings institutional quality analytics to wealth managers and advisors.

Contact Interactive Data for more information

BondEdge Wealth Manager

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.

BondEdge Wealth Manager

For more information, call (310) 479-9715 or contact us via email.

Product Information

BondEdge Wealth Manager

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