Embedded

Build, optimize & execute your Fixed Income Portfolio within a single platform

Discover bondIT’s end-to-end Investment Solution

Embedded is our fully integrated Portfolio Construction, Research & Trading solution. It enables our clients to streamline the investment process and enhance the user experience by embedding custodial data, market data, and execution capability within Fixed Income Investment Platforms.

Using bondIT’s AI-driven technology, the Embedded platform offers bond portfolio optimization and execution across more than 300,000 bonds. Embedded enables users to set portfolio objectives such as yield to maturity, cash flow and ratings, review recommendations, and then execute with Click-to-Trade or submit a bid-wanted list – without leaving the workflow.

Take your fixed income capabilities to the next level 

bondIT’s Embedded deploys API-first into existing custody, portfolio management and trading environments, with no rip-and-replace, and supports everything from investment planning and proposals to Fixed Income portfolio construction, trade execution, analytics and reporting. By connecting to multiple execution venues, Embedded offers easy access to live pricing and external liquidity, enabling actionable buy and sell decisioning based on actual market offerings.

Embedded addresses the needs of multiple players in the financial industry, by improving the efficiency and performance of asset and portfolio managers, enhancing the wealth client experience with instant portfolio proposals and analytics, and enabling retail clients to access self-service fixed income investing.

Integrating custodial data, market data, and execution capability within your Fixed Income Investment Platform to streamline the investment process and enhance the user experience​.

 

Which capabilities can be embedded?

Embedded delivers the full Frontier capability set inside the host platform: portfolio generation and rebalancing under configurable constraints, SMA and model management, direct indexing, custom bond ladders, tax-lot and tax-loss harvesting, batch rebalancing with post-trade allocation, and AI-assisted portfolio generation, bond search and plain-language portfolio summaries. Scorable credit analytics can be surfaced in the same workflow.

Proven in production: BondWise on BNY Pershing

BondWise, built on bondIT Embedded, has run on BNY Pershing’s advisor workstation since 2023. It serves 150+ broker-dealer and RIA firms that have executed several billion dollars in trades. Advisors search bonds with live market and pricing data, generate and optimize portfolios under custom constraints, compare proposals side by side, and execute through Click-to-Trade and bid-wanted — all in one interface.