BondEdge® Wealth Manager is a packaged solution that provides wealth managers and advisors with institutional level portfolio analytics, investment reporting, charts and compliance reports.
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
Demo & Case Study Urls http://www.interactivedata.com/industry-trends-new...
- 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
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
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 Option Online Support , Phone Support , Knowledge Base
Media Coverage (Quick Links)
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