Product Profile
Language Support:
United StatesUnited Kingdom
Technology Category: Data Market and Reference Data Transaction Banking Management Wealth Management
Screenshots
Product/Service Description
BondEdge® Wealth Manager is a packaged solution that provides wealth managers and advisors with institutional level portfolio analytics, investment reporting, charts and compliance reports.
Customer Overview
Total Number of customers undisclosed
Customer Size Large Enterprise , Medium
Customer Type Commercial Banks , Institutional Investors , Investment Banks
Target Market Asia , Australia/New Zealand , Europe , Global , North America
Specific georgaphical coverage United States of America
undisclosed
Demo & Case Study Urls http://www.interactivedata.com/industry-trends-new...
Features
- Rich capabilities for risk reporting, benchmarks comparisons, total return simulations, and what-if analyses
- Flexible bond modeling tools
Benefits
- Extensive data coverage of taxable and tax-exempt bonds
- A bond database of over 2.8 million securities
Platform & Workflow
Server OS undisclosed
Workstation OS Windows
Programming Language and API Microsoft® .NET Framework
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities Centralized reporting engine for the creation of customizable reports; Portfolio Scan and Filter tools to quickly create portfolio segments for reporting, stress testing, and cash fl ow analysis
Security Options Advanced
The product/service compliant with the following regulatory standards undisclosed
Connectivity, Hosting and Intergration
Hosting Option Hosted by provider
Hosting provider undisclosed
Devices Supported Web-based , Windows
Compatibility with Database Management System (DBMS) Access to over 350 global and domestic indices from benchmark providers, including Barclays®, Bank of America Merrill Lynch®, Citigroup®, and Standard and Poors.
Third party integration Microsoft Excel®
Support Services
Support Option Online Support , Phone Support , Knowledge Base
