The foundation of smarter investments lies in gaining deeper insights across your investment
universe — within minutes. Start exploring the right opportunities instantly.
Our valuation algorithms leverage customized machine learning routines and advanced analytics
to enhance each bond's data, assessing its relative value through global context,
peer comparisons, and curve positioning.
Insights
spot opportunities effortlessly
Whether you're searching for bonds with specific characteristics across your investment universe
or screening your portfolios for rebalancing opportunities, our advanced filtering and
optimization tools streamline your workflow. Complete these tasks with unparalleled speed and
efficiency. Reviewing hundreds of portfolio positions for suitability becomes as simple as
the click of a button.
Research
custom research frameworks to extract valuable insights
Create custom research tailored to your needs, drawing from your trusted sources.
With our AI-assisted creator tool, new research workflows can be quickly set up to answer your questions.
Whether you're sifting through hundreds of pages of bond prospectuses to build a company profile,
running ESG screens, or dissecting complex contracts, the application is equipped to handle it all.
Every text source is meticulously referenced, ensuring cross-checking for validity and minimizing
the risk of 'model hallucinations'.
Additional analytical options include document comparison, change tracking, sentiment analysis,
and financial evaluation. As technology evolves, we are continuously enhancing the platform
with new features — stay tuned for updates.
Combined with our valuation algorithms, this tool becomes a formidable asset for your investment analysis,
empowering you to work smarter and faster.
Reporting
compose decision-ready reports
The platform seamlessly integrates your data and insights into comprehensive, professional reports.
Whether you're conducting an internal portfolio review or pitching a new model portfolio,
reports can be generated instantly. The report style is fully customizable to align with
your firm's branding and color scheme.
These investment reports provide a concise yet detailed overview of all key aspects,
including valuations, conclusions, and recommendations.
They also feature summaries of credit profiles, interpretations of critical metrics,
peer comparisons, and relevant economic or industry contexts.
Portfolio Management
create, review, optimise and communicate
With the portfolio creation tool, building custom portfolios tailored to your
investment universe and style is effortless. Smart filtering with a wide range
of relevant criteria allows you to create better, investable portfolios with ease.
The process is straightforward: define your investment universe,
set quality parameters for your bonds, configure portfolio size and diversification,
and let the search algorithm handle the heavy lifting.
The output is intuitive, enabling you to review and fine-tune results to
bridge the gap between algorithm-driven insights and your expertise as an investment manager.
Combined with the platform's robust reporting capabilities, you can create high-quality,
investable portfolios in real-time — delivering results to your client
before their coffee even had time to cool down.