Portfolio Creation and Analysis

• Create customer portfolios and add offerings from Bondtrac inventory or your own proprietary data. Create portfolio summaries and view information at a glance, including "bond type", "credit rating", "maturity" and graphs such as "cash flow generation" and "maturity schedule" for all of the bonds in the portfolio.
• Record and track customer's current fixed-income holdings and generate portfolio reports to illustrate proposed additions or changes to the portfolio.
• Generate an entirely new bond portfolio for a prospective client to demonstrate capabilities.
• Model a client's outside holdings and generate proposals to consolidate those holdings in an account with your firm.
• Bondtrac web site integration clients can enable their customers to create their own portfolios and add, edit and delete the holdings within them.