Accounts & Positions

Accounts and Positions image which provides a holistic view of your book of business by combining trade history, ratings actions, and EMMA events.Take control with Effi’s analytics, which provide a holistic view on your book of business by combining a comprehensive bond descriptive database, MSRB and TRACE trade history, Moody’s and S&P rating actions, EMMA material events and disclosures, and corporate actions.

Effi provides perspective from the time you log in through customizable widgets that allow you to quickly see cash flows, rating actions, or bond events that might need immediate attention.

Whether you are working with a single portfolio or reviewing your book of business, Effi is highly customizable and allows you to gather information that is critical to your decision making and help service and grow your assets under management.

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