SOLVE for Municipal Advisors
Save time and win more business by identifying opportunities and efficiently creating the best finance proposals for your Municipal Issuer clients.
Save time generating debt analyses, sourcing pricing activity for your Issuer client and comparable Issuers and producing baseline scales for any municipal deal or market segment based on relevant structural and credit characteristics.
With comprehensive and timely primary and secondary pricing information, DIVER by SOLVE provides tools to serve your client’s best interests and helps support your regulatory obligations.
“The 15c2-12 analysis and ongoing disclosure management help make sure my client’s OS reps are accurate and they meet their obligations down the road.”
“It saved us from having to hire an additional full-time assistant.”
“The Debt Analysis saves us 90% of the time previously spent creating and maintaining debt profiles for clients and prospects”
“These pricing tools have helped level the playing field in the market and supports our regulatory obligation around pricing. A game changer.”
“The Debt Analysis saves us 90% of the time previously spent creating and maintaining debt profiles for clients and prospects”
See How MUNICIPAL ADVISORS ARE Powered by SOLVE with Deep Market InsightTM
See How MUNICIPAL ADVISORS ARE Powered by SOLVE with Deep Market InsightTM
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.
Build Efficiency, Reduce Risk With Municipal Advisory Solutions
Save time and provide more informed debt finance proposals to win business
Efficiently access historical pricing of your Issuer’s debt, have comparables suggested to you and generate indicative scales derived from observable data to predict and validate your client’s new issue pricing. Easily monitor price activity post issuance. Create compelling presentations and proposals with access to data and analytics on all relevant transactional activity for your Issuer or related market segment.
- Readily access current Debt Profiles and Debt Service for all Issuers and Obligors to understand an Issuer’s debt position and find potential refunding opportunities
- Easily search the most complete database of Issuer market activity, including primary and secondary pricing information
- Instantly receive suggested comparable issues, and find your own, from our deep historical pricing database
- Create Indicative scales in seconds with alternative structures, to efficiently prepare for client and prospect meetings
Mitigate regulatory risks for your firm and your clients
Municipal Advisors and their Issuer clients reduce risk by accessing best-in-class 15c2-12 “reasonable diligence” analyses trusted by participants across the municipal marketplace. Analyses are designed to allow for quick identification of disclosure issues and are available pre-sale by request.
- Efficiently source comparable deals to understand where similar deals have priced and where they are trading in the secondary market and to comply with your Duty of Care under MSRB Rule G-42
- Perform a post-issuance analysis of where your client’s deal priced vs. where bonds have traded in the secondary market
- Mitigate your client’s regulatory risk with access to best-in-class SEC Rule 15c2-12 analyses
DIVER New Issue Pricing by SOLVE
- Baseline scales for any deal or market segment
- Relevant comps provided
- Quickly generate scales for different structures
- Easily source comparable deals from a complete database of new issue scales
DIVER SEC Rule 15c2-12 Analysis by SOLVE
- Reasonable diligence analysis trusted by some of the largest firms in the market
- Access to an experienced team of analysts
- Analyses are prepared on a timely basis and are ready in advance of pricing
DIVER Debt Analysis by SOLVE
- Up-to-date debt analyses for every Municipal Issuer in the market
- Outstanding issue summaries, maturity profiles, and debt service
- Customize analyses to the issue and bond level
- Download for further analysis or for upload to debt management platforms
DIVER New Issue Pricing by SOLVE
DIVER SEC Rule 15c2-12 Analysis by SOLVE
- Baseline scales for any deal or market segment
- Relevant comps identified
- Quickly generate scales for alternattive structures
- Easily source comparable deals from a complete database of new issue scales
DIVER Debt Analysis by SOLVE
- Up-to-date debt analyses for every municipal issuer in the market
- Outstanding Issue summaries, maturity profiles, and debt service
- Customize analyses to the issue and bond level
- Download for further analysis or for upload to debt management platforms
Explore More of The SOLVE Platform
with Deep Market InsightTM
with Deep Market InsightTM
Explore More of
The SOLVE Platform
with Deep Market InsightTM
The SOLVE Platform
with Deep Market InsightTM
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.
