Top Banner
Product Overview
10
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Munivestor Product Overview

Product Overview

Page 2: Munivestor Product Overview

Our software tracks news, trades, continuing disclosure and other events on over 2 million municipal bonds to provide users with a comprehensive view of all portfolio activity

1

Page 3: Munivestor Product Overview

2

Our Product

Events that can alter the quality of a bond portfolio can happen at a moment’s notice.

We track continuing disclosures, rating changes, trades and news stories to

keep users constantly informed about the condition

of their bonds.

Activity Feed

Page 4: Munivestor Product Overview

3

Our Product

Having a daily summary of market activity can keep investors up to speed. We provide real-time trade

statistics and market rates to give users a firm

understanding of daily market conditions.

Market Data

Page 5: Munivestor Product Overview

4

Our Product

Gathering data on municipal bonds can be time consuming

and frustrating. We gather credit ratings, news,

disclosure history, economic and trade data on more than 2 million CUSIPs to give users

a clear view of a bond's history and current standing

in the market.

CUSIP Profiles

Page 6: Munivestor Product Overview

5

Produce reports to help with evolving and time consuming compliance

requirements.

Why Munivestor?

Maintain

Keep an active list of bonds, which are analyzed to provide

critical insights about the quality of your holdings.

Manage Track news, trades and

material events that can positively or negatively

impact portfolio holdings.

Monitor

Page 7: Munivestor Product Overview

6

Account Options

Pro Plus Team

•  Portfolio Manager •  Credit Ratings •  Economic Data •  Market & Issuer News

•  Portfolio Manager •  Credit Ratings •  Economic Data •  Market & Issuer News •  Advanced Filtering •  Portfolio Alerts •  Account Summary Emails

•  Portfolio Manager •  Credit Ratings •  Economic Data •  Market & Issuer News •  Advanced Filtering •  Portfolio Alerts •  Account Summary Emails

$99 / Month / User

25 CUSIPs

$179 / Month / User

75 CUSIPs

Negotiated

Unlimited

Page 8: Munivestor Product Overview

7

Who Is This For?

Financial Advisors

Industry Professionals

Community Banks

Institutional Investors

Page 9: Munivestor Product Overview

8

Technology and Data

Page 10: Munivestor Product Overview

9

Get in Touch!

New Orleans, LA

[email protected]

www.munivestor.com

+1 (504) 940 8091