The BondWorks™ Wealth Management Platform is a market leading system, providing financial advisors with a variety of features that revolutionize how they invest in bonds on behalf of their clients. BondWorks enables advisors to search and select bonds more efficiently, transact more confidently, and manage fixed income portfolios using the most sophisticated tools in the industry. Designed specifically to streamline their workflows, BondWorks enables advisors to spend more time with existing clients, and also has tools to help attract new clients and increase AUM.
The BondWorks Platform includes a unique suite of Advisor Tools which provides financial advisors unprecedented ability to confidently recommend securities to their clients, manage their portfolios, and support meaningful discussions around their fixed income investment strategies.
- MarketView™, a pre-trade price transparency tool, gives advisors confidence they are executing at prevailing market prices by providing relevant market pricing indications at the time of trade.
- Single Security FactSheets™, help advisors explain the security selection to their clients by presenting descriptive information, quantitative data and analyses of the security in a FINRA-compliant printable report.
- Decision Analytics, our portfolio management and reporting system, provides detailed 'one click' portfolio analyses. This gives clients insight to their fixed income holdings within the context of their entire portfolio, and advisors a basis for discussions with their clients. Our more advanced features support sophisticated portfolio analysis, portfolio optimization and tax loss harvesting.
- Portfolio Monitoring Service provides advisors with information to have a dialogue with their clients by actively monitoring clients fixed income holdings, and alerting the advisor if there are any material events, significant price changes, or major ratings upgrades/downgrades that impact those positions. Watch the video HERE.
For more information, contact BondDesk Sales at (866) 645-7524 or firstname.lastname@example.org.