Product Profile

BondEdge® Wealth Manager

First Release Date:
Language Support:
United StatesUnited Kingdom


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


  • Rich capabilities for risk reporting, benchmarks comparisons, total return simulations, and what-if analyses
  • Flexible bond modeling tools


  • 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


Media Coverage (Quick Links)

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