Fixed Income Investing For Advisors Made Easy

As a financial advisor, you understand the critical importance of crafting customized, well-balanced portfolios to secure your clients' financial future. In the ever-evolving landscape of investments, staying ahead requires innovative solutions. That's where bondIT's AI-driven portfolio optimization solution, Frontier steps in, transforming the way financial advisors build and manage fixed income portfolios.

Why Choose bondIT?

1. Tailored Diversification: Frontier's powerful algorithms analyze a vast array of data points, enabling you to create well-diversified portfolios that align perfectly with your clients' financial goals and risk tolerance.

2. High Performance, Lower Risk: With our advanced machine learning techniques, you can confidently construct bond portfolios that not only deliver high performance but also mitigate risks effectively, ensuring stable returns for your clients.

3. Streamlined Decision-making: Simplify the complex process of diversifying investments. Frontier's intuitive interface empowers you to make informed, data-driven decisions swiftly, saving you time and enhancing your efficiency.

4. Quick and Easy: With bondIT, you can build and optimize fixed income portfolios based on various criteria and constraints, such as yield, cash flow and credit quality - within minutes.

5. Customizable Solutions: Every client is unique, and their investment strategies should reflect that. bondIT offers a highly customizable platform, allowing you to tailor portfolios according to individual preferences, creating a personalized investment experience.

6. Empowering Your Practice: As a financial advisor, your expertise combined with bondIT's AI-driven insights enhances your ability to deliver unparalleled value to your clients. Stay ahead of the curve and provide innovative, data-backed solutions that set you apart in the competitive landscape.

Team bondIT @ Schwab IMPACT

Dan Taylor,

Head of Americas

[email protected]

Andrew Merrill,

Head of North America Sales

[email protected]

Scale your fixed income business

Construct laddered income portfolios

bondIT enables massive scale in fixed income advisory – a ready-made business line expansion for advisory businesses with a modern user interface to enhance client engagement.

Automated portfolio builder constructs optimal portfolios, ladders and income streams – even auto- reinvesting maturing bonds and other client cashflows.

Build standard or custom ladders of municipal, corporate, or government bonds – with any combination of maturity and payment profiles.

Credit quality & liquidity analysis built into the portfolio construction process – there’s no longer a need to pay mutual fund & ETF fees.

Construct broadly diversified income portfolios

Construct post-retirement income portfolios

All portfolios constructed using bondIT software are optimized using advanced algorithms developed to simplify the complexity inherent in the bond market.

bondIT can mirror and automate existing portfolio management workflows – with analytics and drill-down capabilities to support real-time portfolio decision making.

Post-retirement, asset accumulation shifts to decumulation, and wealth management’s focus shifts to generating efficient income distribution throughout clients’ retirement years.

bondIT enables advisors to intuitively create optimal income streams with any frequency and amount aligns optimal portfolio construction with client-specific needs.

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*Trial access is limited to qualified institutions and financial professionals. Our products and services are currently not intended to be used by retail investors.