For Wealth
Managers
Creating portfolio recommendations for clients can be a manual and time-intensive process, especially within the fixed income asset class. This need is even more challenging for wealth managers & financial advisors who have large client numbers, clients with multiple portfolios, and clients with different individual preferences, return targets, risk tolerances, cashflow needs, liquidity tolerance and ESG objectives.
To achieve superior client engagement without putting a huge strain on resources, wealth management businesses need smart technologies, which enable them to deliver mass customized solutions while increasing efficiency and scale.
bondIT enables wealth managers to mass customize solutions, enhance the client experience and efficiently tailor portfolios to their clients' specific needs and objectives
The end client benefits from bespoke investment solutions and portfolio proposals that can be delivered on the spot. Moreover, using our bondIT platform can help wealth managers build and grow sophisticated, in-house fixed income businesses that allow in-sourcing of often outsourced mandates
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bondIT & Independent Wealth Manager
“We chose to partner with bondIT because they have been able to create a unique offering by integrating our data and our existing back- & middle-office systems with the bondIT platform. This allows our relationship and portfolio managers to quickly generate trade ideas, optimize portfolios, and provide clients with detailed analytics and reporting.”
A large independent Fixed Income specialist needed to revamp its technology platform to adapt to the changing market landscape. With increased competition and ongoing margin compression front of mind, they recognised that with the progressive shift towards more automated trading and a growing client base, it needed to invest in tools to enable more efficient and responsive servicing of its customers.
Recognising that with the availability and access to global FinTech development capabilities, it made little sense to embark on a custom build journey themselves as there was already significant existing demand for their in-house IT function, and the bondIT platform could be procured as a SaaS solution and configured to meet their MVP needs within months.
bondIT was highly responsive to their unique requirements and regulatory needs regarding data sovereignty, so we responded through extending the AWS services into a new geography and added a suite of enhancements into the product to accommodate their needs. Our client is excited to be partnering with the bondIT team to build a truly market leading and unique offering that will serve their clients and open the pathway to client and investor self-service for the OTC fixed income market.
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