Enhancing Value for SOLVE Clients

SOLVE has partnered with Nicholas Marshi, Publisher of the BDC Credit Reporter, to integrate his independent, highly regarded research into the SOLVE BDC Data and Analytics platform.

• Trusted Research: Curated insights from one of the most respected voices in BDCs
• Data + Analysis: Nicholas Marshi’s perspective powered by SOLVE’s breadth and depth of BDC data.
• Actionable Intelligence: Direct access for subscribers within the SOLVE BDC Data and Analytics solution.

Learn more about Nicholas Marshi’s research and SOLVE data.

Investment and wealth managers, asset owners and insurers in 30+ countries rely on Charles River IMS to manage USD $58 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-based front office technology forms the foundation of State Street Alpha®.

SOLVE’s integration with FlexTrade’s FlexFI BondWidget provides advanced analytics for investors, including:

• Direct stream of dealer runs, combined with the ability to parse quotes, both structured and unstructured, directly within FlexFi’s BondWidget.
• Pre-trade insights to plan trade execution.
• Guide automation with better timing and limit prices.

Get a customized walkthrough of SOLVE’s integrated platform with FlexTrade today.

SOLVE’s integration with INTEX delivers all of your Structured Products data in one screen. The integrated product features:

• BWICs and Dealer Inventory with portfolio matchers, customization, filtering, and single-click scenario analysis.
• Integration with the SOLVE matcher alert system.
• Real-time and historical market color across the deal and within INTEX Portfolios.
• Full integration with CLO Data Analysis.

Get a free trial of SOLVE’s integrated platform with INTEX today.

By integrating SOLVE Px™ directly into the Investortools Dealer Network and portfolio management system, the collaboration enables municipal professionals to turn insights into action.

• Seamless Integration: Embedded in Investortools dashboards for smoother workflows.
• Trade Assist: Real-time predictive pricing and pre-trade quotes in the Dealer Network.
• Portfolio Builder: Streamlined portfolio construction and scenario analysis.
• Confidence Scores: AI-driven reliability indicators for every price.
• Extensive Coverage: Predictive pricing for 900,000+ municipal bonds.

Get a customized walkthrough of SOLVE’s integrated platform with Investortools today.

KBRA is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings. KBRA provides market participants with an alternative solution by delivering in-depth research across various sectors within the United States and European markets.

• KBRA ratings and KBRA Credit Profile (KCP) analysis are integrated with SOLVE’s industry-leading BWIC, Dealer Inventory, and Market Color platform.
• View credit ratings directly within Portfolios, BWICs, and Dealer Inventories.
• View a snapshot of underlying credit risk assessed by KBRA Credit Profile.

Get a customized walkthrough of SOLVE’s integration with KBRA today.

Moody’s provides data, intelligence and analytical tools to help business and financial leaders make confident decisions. Our commitment to our customers’ evolving needs remains at the heart of who we are and what we do.

• Real-time dashboard of BWICs, Inventories, and Quotes.
• Market color from a user’s own data plus SOLVE’s contributed market data.
• Comparative metrics and analysis.

Get a customized walkthrough of SOLVE’s integrated platform with Moody’s today.

SOLVE features accessible via Octus Platform:

• Capital Structure: Real-time market color across the Capital Structure.
• Screener Tool: SOLVE pricing data within Octus’ screening tool to identify largest price movers.
• Coverage on Corporate Bonds, Syndicated Bank Loans, CDS, and Municipal Bonds.
• SOLVE’s Composite pricing is derived utilizing the most recent observable market data and a unique weighting system within an algorithm to account for factors such as provider strength vs. message and quote strength, etc.
• Market value calculation.

Get a free trial of SOLVE’s integrated platform with Octus today.