Overview

Wealth managers face a unique set of pressures: client portfolios heavily allocated to fixed income, complex regulatory obligations, and a constant need to prove best execution and defend valuations. Yet pricing data is often fragmented, inconsistent, and difficult to explain to clients.

SOLVE changes that. By combining the power of SOLVE Quotes, SOLVE Px™ predictive trade pricing, and specialized municipal solutions, wealth management teams gain the clarity and transparency they need to meet regulatory demands, streamline client reporting, and instill confidence in every fixed income recommendation.

SOLVE Overview Fact Sheet

SOLVE delivers the intelligence that powers today’s fixed income markets.

View SOLVE Overview Fact Sheet

Market Challenges

  • Fragmented data

    quotes scattered across dealers, with thin trading activity in municipals and corporates.

  • Regulatory pressure

    requirements like Time-of-Trade disclosure (G-47) demand auditable data.

  • Client trust

    advisors must explain complex fixed income portfolios in simple, defensible ways.

  • Operational drag

    manual pricing and compliance reporting consume time and resources.

How SOLVE Helps

  • Deliver Trusted Client Conversations

    Empower advisors with access to the industry’s most comprehensive municipal pricing data — including predictive and trade-based prices from SOLVE Px™, SOLVE Ticker, and Secondary Market Pricing.
    With transparent data and source traceability, wealth managers can speak confidently about valuations and portfolio performance.

  • Monitor Market Shifts in Real Time

    Track secondary market activity and historical trade performance across 490,000+ municipal bonds. Identify trends, benchmark holdings, and quickly respond to market movement with reliable, current data.

  • Ensure Regulatory Readiness

    Easily document time-of-trade disclosures and price transparency for compliance with MSRB and FINRA guidelines. SOLVE’s centralized municipal data streamlines validation and reporting for audit and supervisory teams.

  • Streamline Client Reporting

    Integrate pricing data directly into portfolio management and client communication systems through API or Excel Add-Ins. Ensure every client report reflects the latest observable and modeled municipal pricing.

Clarity in Numbers

Municipals

1.1M+ municipal bonds tracked | 490,000+ daily securities | 900,000+ AI predictive trade prices

Use Cases

  • Best Execution & Compliance

    SOLVE Quotes structures dealer messages into auditable market data, helping wealth managers document best execution and satisfy G-47 obligations.

  • Client Reporting & Transparency

    SOLVE’s muni pricing (Secondary Market Pricing, Ticker) and corporate bond coverage allow teams to produce reports that translate complex pricing into clear client conversations.

  • Portfolio Valuation Consistency

    SOLVE Px™ predictive trade pricing brings consistency across portfolios, supported by confidence scores to gauge price reliability.

  • Municipal Trade Monitoring

    SOLVE Ticker delivers a live view of every reported muni trade, helping advisors explain market moves directly to clients.

  • Peer & Market Benchmarking

    The SOLVE Relative Value Analysis solution compares holdings against market peers, sectors, and averages for more confident portfolio positioning.

Relevant SOLVE Solutions

  • Time of Trade Disclosure

    Centralized, searchable database for municipal bond trade details and client disclosure validation. Helps advisors verify trade timing and ensure fair execution standards for compliance and transparency.

  • SOLVE Ticker

    Live view of every reported municipal trade—delivering real-time color, size, and pricing history. Used by advisors and operations teams to benchmark trade activity and support accurate portfolio valuations.

  • SOLVE Secondary Market Pricing

    Provides daily evaluated prices across 490,000+ municipal bonds. Combines composite and modeled pricing to support fair value reporting, performance review, and regulatory documentation.

Clarity Powered Through
Millions of Data Points

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Wealth Management