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Program Portfolios™ are designed to enable a broker-dealer or service provider to differentiate itself and grow fixed income assets. Program Portfolios are intended to reduce the complexity and expenses required to create, manage and market custom bond portfolios and allow a firm to deliver personal portfolio service on a mass-market scale.
BondWave Advisors will help customize Program Portfolio methodology and technology to enable your firm to deliver white-labeled investment programs based on your preferred asset allocation strategies. The following narrative provides an overview of how Program Portfolios will enhance the individual bond investment experience from the perspective of the broker-dealer or service provider:
- Enhance Your Firm’s Fixed Income Marketing Capabilities
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Program Portfolio methodology will enable an intentional, proactive portfolio and transaction marketing approach that can be deployed on a mass-market scale using scalable automated processes. Marketing efforts and communication can be customized and directed toward individuals, targeted groups or all accounts based on any account, holding or Program Model attribute. White-labeled electronic marketing communication will include personalized, account-specific messages for trade and swap ideas, proposals, news and press releases. BondWave's automated technology will help eliminate most of the typical workload involved with managing marketing efforts across multiple accounts and will help to ensure regular client communication.
- Expedite Transaction Opportunities
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Powerful data mining capabilities will help your trading desk or fixed income group evaluate “what-if” scenarios and will also help identify transaction opportunities (such as a pre-refunded issue). Automated correspondence functions will then e-mail swap proposals with account-specific information to all appropriate account advisors.
- Streamline Your Firm's Portfolio Management Activities
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BondWave's scalable, automated technology will streamline and automate the portfolio management workload and trigger proactive response for accounts that need attention or would benefit from a marketplace opportunity. Your trading desk or fixed income group will be able to support a large population of advisors and their clients with personalized, cost-effective and efficient portfolio services.
- Enable Effective Monitoring of Accounts and Holdings
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Graphical reports will give your management team and advisors a comprehensive understanding of account activity and portfolio holdings. Reports can be run at the firm, investment professional and account level to provide either a high level overview or in-depth analysis.
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