Pershing’s John Goodheart introduces Bondwise on Bloomberg

John Goodheart, head of trading services at Pershing, talks to Bloomberg about  the evolution of fixed income investing and the launch of Bondwise, a new destination wealth platform by bondIT & Pershing. 

Click here to listen to the full interview: https://www.bloomberg.com/news/audio/2023-06-08/conversations-from-insite-audio 

In the Bloomberg interview, John Goodheart emphasizes the significant growth in retail demand for fixed income, surpassing industry metrics by 3x the previous year’s par value. This surge in demand has prompted advisors to seek support after their primary focus on equities in recent years. 

“Retail demand for fixed income investments has increased significantly”

Pershing has teamed up with bondIT to create a destination bond platform for advisors and broker-dealers. The platform has been branded Bondwise because it helps advisors become wiser about bond investing. 

The platform offers a user-friendly solution, enabling clients to navigate the fixed income market and make informed investment decisions. It leverages bondIT’s artificial intelligence-driven technology to optimize fixed income portfolios based on customized criteria such as yields to maturity and ratings. Clients, including those primarily focused on equities, can review the platform’s recommendations and execute trades by using the Buy and Sell button. 

“bondIT helps clients navigate the fixed income market”

Advisors and broker-dealers can access Bondwise via Pershing’s NetX 360 platform. As fixed income investments gain prominence again, bondIT’s technology assists advisors in effectively navigating this evolving landscape. 

To find out more about our technology or to arrange a demo, contact the bondIT team now.