Month: October 2024

Managing multiple customized fixed income portfolios can be time-consuming and complex, especially when you’re dealing with thousands of accounts. With bondIT’s Batch Rebalance functionality, you can rebalance entire strategies in seconds, even across thousands of client portfolios. This ensures that each account is optimized according to each specific investment strategy or model, by using our unique  Investment Parameters (IPS) functionality. 

bondIT’s powerful technology enables any home office team, trading desk, and even advisors in the field to efficiently handle massive scale rebalances across their entire book of business. Here’s how bondIT’s Batch Rebalance can transform your fixed income portfolio management: 

Key Features of bondIT’s Batch Rebalance: 

• Scale Efficiently: Rebalance thousands of accounts in one batch, optimizing each portfolio in seconds. 

• Tailor Rebalancing Strategies: Configure your dashboard to sort and filter by account attributes, strategies, or IPS, enabling precise and personalized adjustments. 

• Automate with Precision: Leverage our Optimizer to meet all objectives and constraints, ensuring each proposal aligns with your clients’ goals. 

• Streamline Execution: Easily review, adjust, and execute transactions across accounts with minimal clicks, including block orders, making the process faster and more efficient. 

Watch our video to see how quickly you can optimize your entire portfolio using bondIT’s Batch Rebalance technology: 

Ready to automate your fixed income? 

Try bondIT today and discover how our next-gen technology can help you scale your fixed income business effortlessly. Contact a member of the bondIT team or simply reply to this email to arrange a trial or demo. 

In the rapidly evolving world of fixed income, personalization and precision are key to meeting client expectations and maximizing portfolio performance. bondIT’s Investment Parameters (IPS) functionality empowers wealth managers and advisors to create tailored portfolios with ease, ensuring each strategy aligns with specific investment objectives.

With our innovative IPS capabilities, you can streamline the process of setting investment guidelines, creating model portfolios, and customizing solutions to suit individual client needs—all while maintaining consistency and compliance.

Here’s how bondIT’s IPS feature helps you build efficient, personalized portfolios:

• Tailor Investment Guidelines: Set clear rules and build models that match your clients’ risk preferences and objectives.
• Explore Flexible Strategies: Seamlessly align conservative or aggressive strategies with market conditions and client goals.
• Customize Solutions Effortlessly: Adapt IPS frameworks across your team to maintain alignment with your firm’s standards.
• Efficient Portfolio Creation: Quickly apply guidelines from your existing portfolios to create customized models.
• Personalize Client Experiences: Fine-tune strategies to cater to each client’s unique needs, delivering more value in every engagement.

Watch our short video to see how simple it is to build a customized bond portfolio with bondIT’s IPS technology:

Ready to automate your fixed income?

Try bondIT today and discover the future of fixed income portfolio management. Contact a member of the bondIT team or simply reply to this email to arrange a trial or demo.

One of the world’s largest financial advisory firms recently adopted bondIT’s Frontier platform to both improve its client offering and streamline its fixed income workflows. Our scalable and customizable platform powered-up their portfolio management processes, allowing central teams to create new portfolio proposals, analyze existing client portfolios, and recommend optimized switch trades across their approved fixed income security list. By integrating bondIT’s advanced features, the firm expanded its range of portfolio options and tailored solutions, particularly for ultra-high-net-worth clients, boosting both operational performance and client satisfaction.

Optimized Central Team Workflow

bondIT’s Frontier platform streamlined processes within the firm’s central advisory teams, improving collaboration and operational efficiency. The platform allows users to create custom portfolio proposals, compare existing client portfolios with optimized alternatives, and seamlessly swap fixed income securities in and out of current portfolios.

Enhanced Portfolio Construction and Customization

With bondIT, the firm gained the ability to create tailored portfolios based on individual client parameters. The platform supports the ingestion of CSV files containing key financial data such as CUSIP, price, yield-to-maturity, duration, and markup values. The ease of uploading and retaining these files within the platform ensures that the advisory teams have access to essential information for building and reviewing portfolios.

Flexible Reporting and Compliance Tools

bondIT enabled further customization of the portfolio proposal output, including the ability to incorporate essential disclosure language, advisor and client names on cover pages, and to modify templates based on specific client requests. The platform also introduced the ability to include New Issues and Certificates of Deposit within portfolio proposals, further broadening the range of client solutions.

Refined Proposal Templates and Analytics

Through collaborative development with the advisory firm, bondIT enhanced its proposal template by introducing advanced customization options. The new features include, for example, securities listed by type and maturity; removal of non-essential data, in this case Value at Risk and ISIN numbers, and include an adaptable output format where fields can be toggled on or off based on client needs.

Retirement Planning and Specialized Solutions

The firm also leveraged bondIT to develop robust retirement planning solutions that cater to diverse client needs, particularly for ultra-high-net-worth (UHNW) clients. By expanding the range of financial instruments available, the advisory firm now provides more tailored solutions that meet specific long-term financial goals, including retirement income.

Through the integration of bondIT’s Frontier platform, the firm significantly enhanced its ability to serve the most important segment of its client base in UHNW clients by offering specialized financial products and services. The partnership between bondIT and the firm resulted in innovative, flexible, and scalable solutions, enabling the firm to better meet the dynamic needs of its clientele.

Ready to elevate your fixed income solutions and streamline your workflows like one of the world’s largest financial advisory firms?

Contact us today to discover how bondIT’s Frontier platform can help you create customized portfolios, optimize operations, and exceed client expectations.