The BondDesk Advisor WorkStation™ system gives FAs direct access to one of the largest fixed-income liquidity pools in the U.S. and delivers valuable decision support tools to their desktops. Advisor WorkStation provides the arsenal of tools your advisors need to take a leadership role in building and protecting their clients’ portfolios.
- Internet-based Advisor WorkStation allows your advisors to do business anywhere they are connected. By simply opening a web browser, they can perform fully-customizable searches through 35,000 live offerings, and trade Municipals, Corporates, Agencies, Treasuries, CDs, Preferreds, and Mortgages.
- Customizable sales optimization tools such as ladders and offer sheet reports strengthen advisor/client relationships, allowing your advisors to develop and present highly customized financial strategies, helping their clients understand and achieve investment goals.
- Ensure competition for your advisors’ client offerings with BondDesk’s “Bids/Offers Wanted” service, instantly routing bids/offers wanted to hundreds of dealers.
- Advisor WorkStation “blotter” allows advisors to manage all their BondDesk activity in real-time, including back office messaging, and notifies them of “items for attention.”
For more information, contact BondDesk Sales at (866) 645-7524 or firstname.lastname@example.org.