Next-Gen Fixed Income Technology: Create & Manage Model-based Portfolios with bondIT

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.