Features & Benefits
Pricing
Monitor price, yields, and spread data for trades and quotes. SOLVE’s powerful Banking Data & Analytics offers a comprehensive and accurate view of the market. Aggregated data from various sources, including global exchanges, TRACE, ETFs, pricing services, buy and sell-side firms, ensuring broad coverage, depth, and data accuracy. Additionally, SOLVE clients can leverage the tool to track over 3,500 proprietary pricing indices, providing valuable insights into market trends and facilitating in-depth analysis of fixed income securities across various sectors and asset classes.
Advanced Search
SOLVE’s Banking Data & Analytics solution offers advanced search capabilities, allowing clients to save time and increase efficiency. Clients can create, save, and access portfolios and custom indices, streamlining their workflow. Using the advanced search tool, clients can easily identify comparable issuers, bonds, and related pricing data. The advanced search feature enables quick creation and saving of searches and portfolio views, ensuring convenient access for business intelligence purposes. Additionally, the advanced search allows clients to screen securities based on over one hundred attributes. This comprehensive functionality empowers SOLVE’s clients to optimize their data analysis and decision-making processes, saving valuable time and enhancing their overall workflow efficiency.
Description
SOLVE clients have access to a comprehensive overview of a specific security. The description includes the issuer’s name, security type, maturity date, coupon rate, credit rating, and other relevant information. Additionally, the description data may incorporate additional data points such as the security’s sector, industry, historical pricing, trading volume, and any associated news or events impacting its performance.
Comps
SOLVE’s Banking Data & Analytics Comps functionality provides a robust set of features for conducting comprehensive comparative analysis. It allows SOLVE’s clients to identify and analyze comparable securities or companies within seconds. Additionally, clients can access key financial metrics, valuation multiples, industry benchmarks, and other relevant data to evaluate the relative performance and valuation of securities or companies within a given market or sector. In addition, SOLVE clients can extract a large amount of formatted data directly into Excel – ready to use in presentations and pitch books.
Advanced Charting
The advanced charting feature in the SOLVE Banking Data & Analytics solution gives clients the power to quickly visualize the historical data points and performance of bonds and loans, enabling them to analyze the relative value of specific securities. By comparing these securities to relative indexes, clients can gain insights into their performance and make informed decisions. SOLVE clients can export out images and download historical data to use in presentations.
Portfolios
The portfolios feature in SOLVE’s Banking Data & Analytics tool offers a comprehensive set of functionality to create, view, and modify portfolios. SOLVE clients can easily build and customize their portfolios, tailoring them to their specific investment preferences and goals. When viewing a portfolio, clients can access a range of analytics that provide valuable insights. These analytics include essential information such as the security’s source, price, yield to maturity (YTM), spread to maturity (STM), yield to worst (YTW), and more. SOLVE’s portfolio tool enables clients to save time and build efficiencies into their workflows by easily organizing and monitoring pricing, descriptive data, and analytical information related to the securities within their saved portfolios.
Market Analysis
SOLVE’s banking data and workflow tool encompasses a robust Market Analytics feature that provides comprehensive insights and reporting capabilities. Within this feature, clients can access a wide range of reports to analyze market trends and make informed decisions. The Market Analytics tool generates various reports, including market movers, portfolio reports featuring portfolio ratings changes and gainers/losers, as well as market analytics on bonds. Additionally, clients can access general market analytics on any security, such as yields by industry and spreads by industry. These reports offer valuable information to support investment strategies and decision-making processes. With a diverse selection of reports available, the Market Analytics tool empowers SOLVE clients with extensive market intelligence, enabling them to stay informed and make well-informed investment decisions.
Indexes
SOLVE’s Banking Data & Analytics solution offers an advanced Indexes feature that provides users with a range of powerful functionality. With this feature, clients can chart and download ADI index data, allowing them to visualize and analyze index performance over time. They can also compare an index against individual bonds, multiple bonds, or even an entire portfolio, enabling them to assess relative performance and make informed investment decisions.
Furthermore, the Indexes feature allows SOLVE clients to view the components or makeup of an index, gaining insights into the securities included and their respective weights. This information helps clients understand the composition and diversification of the index. Additionally, the tool includes a custom index builder, enabling clients to create their own customized indices.
The SOLVE Banking Data & Analytics Indexes feature provides valuable tools for tracking market trends, assessing relative performance, and gaining deeper market insights into the composition of various indices.
New Issuance Analytics
SOLVE’s Banking Data & Analytics solution incorporates a powerful feature called New Issuance Analytics, which provides users with comprehensive capabilities to manipulate, chart, and download current and historical new issuance data. This tool enables clients to analyze and track newly issued securities in the market.
With New Issuance Analytics, clients can manipulate the data to extract relevant insights and perform customized analyses. They have the flexibility to chart the new issuance data, allowing for visual representation and comparison of trends over time. Additionally, clients can download the data for further analysis or integration into their own systems.
By leveraging the New Issuance Analytics feature, SOLVE’s clients can stay updated on the latest offerings and market trends in newly issued securities.
Bond Calculator
The bond calculator feature in SOLVE Banking Data and Analytics solution is designed to assist users in performing calculations related to bonds. It provides a convenient and efficient way to determine various financial metrics and evaluate bond characteristics.
SOLVE clients can input relevant parameters such as bond price, coupon rate, maturity date, and yield to calculate key values such as yield-to-maturity (YTM), yield-to-worst (YTW), modified duration, and more. The bond calculator automates complex calculations, saving time and effort for users.
Tear Sheet
The tear sheet feature in SOLVE’s Banking Data & Analytics solution provides clients with a comprehensive summary of a specific issuer’s debt-related information. It offers a condensed and organized snapshot of essential details, financials, and recent news related to the issuer’s debt.
With the tear sheet feature, clients can access key information such as the issuer’s name, debt summaries, and financial performance. This includes details on outstanding debt, maturity dates, coupon rates, credit ratings, and any relevant news or events impacting the issuer’s debt.
By utilizing the tear sheet feature, SOLVE’s clients can quickly gather crucial information about a specific issuer’s debt position. This enables them to assess creditworthiness, evaluate investment opportunities, and stay informed about the issuer’s financial standing. The tear sheet serves as a convenient reference tool for portfolio and risk management professionals, analysts, and traders relying on SOLVE’s Banking Data & Analytics solution.
Holdings
SOLVE’s Banking Data & Analytics solution offers a Holdings feature giving a comprehensive view of holdings based on various criteria such as security, buy-side firm, sector, currency, and more.
By utilizing the Holdings feature, clients can easily navigate through their portfolio of bonds and loans and obtain specific insights based on different parameters. They can view holdings categorized by security type, allowing for a granular understanding of the specific bonds and loans they hold. Clients can also analyze holdings based on the buy-side firm, gaining insights into the ownership distribution and potential market trends among different investors.
The Holdings feature also provides the ability to categorize holdings by sector, enabling clients to assess the allocation of bond and loan investments across different sectors or industries. This allows for a comprehensive sector-based analysis of a portfolio with insights into the diversification and risk exposure.
Financials
With SOLVE’s Banking Data & Analytics solution, our clients can access the Financials feature and gain access to key financial statements such as balance sheets, income statements, and cash flow statements. These statements provide insights into the company’s assets, liabilities, revenue, expenses, and cash flow. Clients can also analyze financial ratios and metrics, such as profitability ratios, liquidity ratios, and leverage ratios, to evaluate the financial health and performance of the entities.
News
SOLVE clients can access up-to-date information and analysis on the latest developments in the markets from news articles, press releases, market analyses, all from a range of sources including financial news websites, major news organizations, industry publications, and regulatory bodies.
Research
SOLVE’s Banking Data & Analytics solution offers a Research feature that provides clients with access to reports from various contributors. SOLVE clients can search by source or keywords to find relevant research content quickly. The Research feature also allows clients to view research specific to a portfolio, keeping them informed about market developments. Additionally, users can specify a date range to pull research reports published within a specific period. This feature enables clients to stay up to date with the latest insights.
Excel Add-In
The Excel add-in feature in SOLVE Banking Data & Analytics solution allows clients to seamlessly integrate market data and analytics into their Excel spreadsheets. With this feature, clients can directly download relevant market data, including pricing information, yield data, spread data, and more, and import it into Excel for further analysis and presentation purposes.
By leveraging the Excel add-in, clients can easily incorporate SOLVE’s comprehensive data and analytics into their existing Excel models and presentations. This streamlines the workflow and eliminates the need for manual data entry or data transfer between platforms. Clients can access the most up-to-date information and perform real-time analysis within their familiar Excel environment.
SOLVE Empowers
SOLVE’s Banking Data & Analytics empowers clients to make more informed and data-driven decisions. By harnessing advanced analytics, visualizations, and reporting tools, users can analyze complex financial data, uncover meaningful patterns, and evaluate performance metrics. This leads to improved market insights, increased operational efficiencies, and enhanced risk management capabilities.
SOLVE Empowers
SOLVE Banking Data & Workflows empowers users to make more informed and data-driven decisions. By harnessing advanced analytics, visualizations, and reporting tools, users can analyze complex financial data, uncover meaningful patterns, and evaluate performance metrics. This leads to improved market insights, increased operational efficiencies, and enhanced risk management capabilities.
Industry Recognition
Best Data Provider - Fixed Income & Credit
Best Alternative Data Provider
Best Fixed Income Data Provider
Markets Covered
Corporate Bonds
Global, IG,
HY, EM, Sov &
LatAm
Syndicated Loans
Global Broadly
Syndicated
Bank Loans
Middle Market Loans
Global
Middle Market
Bank Loans
BDC & Private Credit
Public & Private
BDCs & Underlying
Investments
See HOW Your Business can be powered by SOLVE’s Banking Data & Analytics
See How your business can be Powered by SOLVE|AdvantageData banking data & workflows
Hundreds of institutions rely on SOLVE to perform new issue pricing analyses, identify primary and secondary trade opportunities, monitor market activity, value fixed income positions, and comply with securities regulations.
Hundreds of institutions rely on SOLVE to perform new issue pricing analyses, identify primary and secondary trade opportunities, monitor market activity, value fixed income positions, and comply with securities regulations.
Explore More of The SOLVE Platform
with Deep Market Insight™
with Deep Market Insight™
Explore More of
The SOLVE Platform
with Deep Market Insight™
The SOLVE Platform
with Deep Market Insight™
The SOLVE Platform represents a powerful combination of data, analytics, and workflow tools that save time, reduce risk and drive the growth of your fixed income business.
The SOLVE Platform represents a powerful
combination of data, analytics, and workflow
tools that save time, reduce risk and drive
the growth of your fixed income business.
