Discover the Most Innovative and Advanced Fixed Income Workstation for Wealth

Reach a new level of trading experience for Wealth Managers, Advisors, and Broker-Dealers

In an increasingly complex financial landscape, wealth managers face the challenge of providing personalized, scalable solutions to meet the evolving demands of their clients. bondIT offers the most advanced fixed income portfolio management & trading workstation in the wealth market. Using our SmartSeach® UI, traders and advisors can quickly find the bonds they need to build hyper-efficient portfolios for clients.
bondIT streamlines the entire fixed income workflow, delivering market liquidity, portfolio management, trade execution, compliance and reporting.

The bondIT Frontier Advantage

bondIT's Frontier software several key advantages over the competition:
  • Private Label Offering: We have delivered the largest wealth managers in the world their own proprietary Fixed Income workstations.
  • Aggregated Live Liquidity Across Multiple ATSs and Venues: See more inventory, fill more trades, and increase trading flow.
  • bondIT SmartSearch®: Find available bonds easily with our unique UI that provides market pricing and depth.
  • Agent & Principal Trading: Access commission grids, blotters, BWICs, and compliance checking tools for streamlined execution.
  • Portfolio Construction: Develop client-centric solutions such as ladders, models, SMAs, and direct indexing—helping you deliver value beyond just individual trades.
  • Scenario Analysis: Stress-test portfolios to ensure they can withstand market shifts.
  • Batch Processing and Automation: Automate tasks to increase efficiency as your volume grows.
  • bondIT EasyReporting®: Share client information in an easily understandable format, customized with your firm’s branding and disclosures.
  • Alerts and Portfolio Monitoring: Stay informed as markets move with proactive alerts and portfolio monitoring.
  • Firmwide User Management: Manage user permissions within a SOC2-approved environment with top-tier data security and system resilience.

Streamlining Fixed Income for Advisors and Broker-Dealers

bondIT simplifies fixed income portfolio management, trade execution, and reporting, enabling wealth managers and broker-dealers to work smarter, not harder.

Our workstation is designed to help you deliver greater value to your clients with minimal effort. With cutting-edge technology at your fingertips, you’ll unlock new efficiencies and win more clients.
  • Efficient Portfolio Management: Easily define client-specific investment parameters (IPS), sync portfolio holdings, create proposals that align with client’s unique objectives.
  • Market Liquidity & Security Reference Data: Optimize portfolios with access to the latest liquidity and security data for informed, timely decisions.
  • Batch Optimization: Quickly review and adjust multiple accounts in a single action, ensuring portfolios are always aligned with client objectives.
  • Tax-Efficient Strategies: Customize portfolios to optimize tax preferences, enhancing client financial outcomes.
  • Auto Routing: Trades are automatically routed and executed to the most attractive execution venue, improving efficiency.

Automate Your Fixed Income Workflow, Access Live Liquidity, Trade Seamlessly         

Comprehensive Reporting & Analytics

In today’s competitive market, insightful reporting and analytics are critical to delivering value. bondIT equips market professionals with powerful tools for monitoring, rebalancing, and reporting on portfolio performance. Continuous monitoring helps identify accounts needing attention, allowing for quick adjustments as market conditions change. With EasyReporting®, bondIT ensures that live portfolio reports, market data, and analytics are delivered to clients in a clear, easy-to-understand format, complete with your branding and the correst compliance disclosures. Whether you are managing portfolios for high-net-worth individuals or institutional investors, bondIT enhances your ability to provide transparency and build stronger client relationships.

A New Fixed Income Workstation Now and for the Future

As the fixed income market expands, bondIT is rapidly emerging as the premier venue for managing Fixed Income assets with efficiency and intelligence. With cutting-edge tools for portfolio construction, seamless trade execution, and client-focused reporting, bondIT enables wealth managers, advisors, and broker-dealers to deliver greater value and capture growing opportunities in the market. With household balance sheets adding nearly $2 trillion in direct fixed income holdings over the past year, bondIT provides the solutions needed to meet this rising demand while ensuring exceptional client service. Get in touch today to discover how bondIT Frontier can elevate your fixed income strategy.
Why bondIT?
Wealth managers and advisors need the flexibility to manage growing client demands while delivering tailored investment solutions. bondIT offers the tools to do this seamlessly, enhancing the ability to manage fixed income portfolios with precision and scale. By aggregating live liquidity from multiple Alternative Trading Systems (ATS) and venues, we allow advisors to see more inventory, fill more trades, and increase flow.
  Deliver Personalized Service: Tailor portfolios to reflect the specific financial goals and risk profiles of individual clients. Enhance Client Communication: Use real-time data and transparent reporting to provide clients with clear insights into their portfolio performance. Focus on Client Relationships: Spend more time advising clients, rather than on manual portfolio management tasks.