We provide tools designed to expedite the trade proposal process and improve the effectiveness of trade communication to advisors. Our proposal tools include custom messaging, post-trade statistics and supporting reports that empower your desk to help advisors and their clients make well-informed investment decisions.
Whether a trade scenario potentially impacts 10 or 10,000 accounts, DeskView's highly-integrated process enables bond specialists to convert trade ideas into personalized proposals for each account in just a few short minutes.
Start with a Trade Idea:
Swap, Sell or Buy
Identify Target Accounts
Automatically Generate Personalized Proposals
Send Proposal Correspondence
Learn more about how to enhance your trade opportunity and proposal process.