SOLVE for Wealth Management
Create efficiencies and build your business with data and tools to help meet your clients’ best interests and to mitigate regulatory risk.
SOLVE’s DIVER one-click Muni Bond Report helps meet Time of Trade disclosure requirements and provide meaningful information to your clients on a pre-trade basis.
Enable your wealth management team with quick access to timely and accurate deep market color and all relevant transactional data about specific bonds, the related Obligor, and comparable bonds while supporting Best Execution requirements.
“I can demonstrate that we spend less time working on Best Ex questions.”
“What used to take me 20 to 30 minutes for G-47 now takes me a second with the Muni bond report.”
“The Muni Bond Report is a great tool for details about the bond and something I confidently share with my clients.”
“The muni trading data and insights are a game-changer – real data and full transparency allow me to gain a real-time perspective of the market for the bond at hand.”
“We used to bid 5 deals and now we
can bid 15 in the same time.”
See How WEALTH MANAGEMENT is Powered by SOLVE with Deep Market InsightTM
See How WEALTH MANAGEMENT is 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.
Create Efficiency, Reduce Risk With Wealth Management Solutions
Save time and grow your business with analyses powered by the most accurate and complete set of fixed income data
- Stay on top of your markets with real-time and historical trade tickers for any Issuer, bonds or market segment that you define
- Discover potential relative value opportunities when analyzing a trade by seeing trade activity for all relevant comparable bonds
- Save time with access to spreads calculated to the appropriate benchmark
Reduce regulatory risk for Retail Time of Trade Disclosures and Best Execution
- Support trade, bid levels and Best Execution compliance with pricing analytics for your target bond and all relevant comparable bonds, complemented by real-time trade monitoring for the relevant Obligor
DIVER Time of Trade Disclosure by SOLVE
- Municipal Bond Reports for every municipal bond
- Comprehensive, accurate and current
- Integrate into your ATS and trade ticketing process
- Facilitates Retail and Non-SMMP Time of Trade Disclosure (MSRB Rule G-47)
DIVER Secondary Market Pricing by SOLVE
- Enter a CUSIP to receive trade data for the target bond, issue and comparables
- Spread-based pricing with summary metrics and trend visualization
- Identify alternative bonds actively trading
- Facilitate Best Execution compliance (MSRB Rule G-18) with transparency to supporting market data
DIVER Ticker by SOLVE
- Access trade prints with accurate spreads within seconds of reporting by the MSRB
- Custom tickers for a specific bond, credit or market segment
- Data provided configurable to reflect what is important to you
DIVER Time of Trade Disclosure by SOLVE
DIVER Secondary Market Pricing by SOLVE
DIVER Ticker by SOLVE
- Baseline scales for any deal or market segment
- Relevant comps provided
- Adjust scales using your professional judgment
- Quickly generate scales for different structures
- Easily source comparable deals from a complete database of new issue scales
- Access trade prints with accurate spreads within seconds of reporting by the MSRB
- Custom tickers for a specific bond, credit or market segment
- Data provided configurable to reflect what is important to you
- Reasonable diligence analysis trusted by some of the largest firms in the market
- Access to an experienced team of analysts
- Competitive deal analyses are ready days prior to their pricing
- Negotiated deals performed on request
- Access trade prints with accurate spreads within seconds of reporting by the MSRB
- Custom tickers for a specific bond, credit or market segment
- Data provided configurable to reflect what is important to you
Integration Partners
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.
