Moderately Active or Inactive Market Participants

For clients who are Managing, Pricing or doing Research Analysis for their portfolios, (but not actively trading) our platform provides multiple functions that give our clients significant market advantages. For individuals that are making trades on a limited basis only, access to our inventory not only allows a way to find “good deals” when it’s time to make trades, but can provide new trading ideas by monitoring the market with our platform.

       • Easily monitor the market so that you are alerted to good deals on a daily basis

       • Axess - cross reference your holdings against the entire street for execution ideas

       • Get the best deals when it’s time to make a trade

       • Use “Matcher” and “Comparable” functions to more accurately valuate your portfolio by cross-referencing it against current and historical
        market data

       • Access to 4 years of historical data - 6 million+ historical records for valuation, auditing, and best execution needs

       • Expose your bonds to a larger audience

       • Customize the service to only the asset classes that you work in

       • Use more than 60 filtering functions to meet specific bond criteria

       • Customize and save your search criteria

       • Access to nearly all daily offerings in Specified Pools, ABS, Private Label CMOs, Agency CMOs, CMBS and SBA Pools

       • Save Time; Dramatically reduce and simplify research with our user friendly web-based tool (No more searching through emails and
        spreadsheets for offerings)

       • Multiple redundancy measures to ensure data sources and data accuracy

       • Searches can be easily uploaded to Bloomberg™ or other analytical tools used in the industry

       • Access to S&P pricing

       • No need to install software so no need for internal compliance approval

       • No long-term agreements