| Unlimited world-class-support |
| Free monthly software updates |
| Complimentary product training and support |
| Hassle-free 30-day cancellations |
| Industry-leading portfolio management |
| Front-end trading |
| Real-time electronic trading platform support |
| Portfolio management tools to scale your SMA business |
| Portfolio vs. index and index-only scenario analysis |
| Short maturity Institutional, SMA and Fund management tools |
| 2a-7 compliance & stress testing |
| Software customization to meet specific needs |
| Out-of-the box integration with our other products |
| Import and analyze buy-side portfolios |
| Allows dealers to quickly discover trade ideas to suggest to their clients |
| Robust trade compliance (pre-trade, time-of-trade, and post trade testing) |
| 125+ compliance rule types |
| Build your own compliance rules |
| Comprehensive portfolio analytics and reporting |
| Industry leading option-adjusted modeling |
| Portfolio shock and swap analysis |
| Total return performance analysis on your portfolios |
| Constituent-level index data |
| Comprehensive index analytics and reporting |
| Create custom index definitions to match investment parameters and constraints |
| Powerful performance attribution |
| Credit scoring and ranking tools identify risks and triage credits needing review |
| Delivers consistently fielded financial data for 9,000 municipal credits |
| Consolidates demographic data from the U.S. Census, Bureau of Labor Statistics, Bureau of Economic Analysis and the FBI on a single platform. |
| Links over 61,000 municipal obligors with their associated bond issues |
| Combines financial data, credit analytics, and credit monitoring tools into one system |
| Integrated credit review workflow |