SOLVE for Wealth Management

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 DIVER

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.

“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

DIVER by SOLVE saves valuable time in understanding the current market for a specific bond and reveals potential relative value opportunities, by providing all transactional activity at the bond level, Issuer level and relevant comparables. Analyze trade activity on a spread basis with spreads accurately calculated to the appropriate benchmark.

  • 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

SOLVE DIVER
  • 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)
SOLVE Time of Trade Disclosure

DIVER Secondary Market Pricing by SOLVE

SOLVE DIVER
  • 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
SOLVE Secondary Market Pricing

DIVER Ticker by SOLVE

SOLVE DIVER
  • 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
SOLVE Ticker

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™

Explore More of
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.

Save Time. Reduce Risk. Build Your Business.

Save Time. Reduce Risk.
Build Your Business.