WHEATON, IL -- (Marketwired) -- 06/05/14 --
BondWave LLC (BondWave®) announced that the latest version of its RepView™ fixed income analytics is now available within NetX360®, the revolutionary technology platform for advisors and RIAs from Pershing, a BNY Mellon company. NetX360® offers one complete solution to track clients, execute trades, conduct research and access an impressive array of industry-leading information providers.
A previous version of RepView has been available as the Fixed Income Analytics option in NetX360. It provides a graphical view of bond holdings plotted in Yield and Maturity charts, or displayed in a list. For each holding, detailed bond data is available with a mouse click. Other interactive charts summarize holdings by Asset Type or Monthly Cash Flow and can filter and review holdings simply by clicking on chart elements. Advisors can also run an on-demand Fixed Income Analysis Detail report that provides a comprehensive overview of a client's fixed income portfolio.
The latest version of RepView adds account monitoring services and enables advisors to review alerts for material event notifications, downgrades and other action items that affect bond holdings. On-demand report options have also been expanded. New fixed income reports for Material Events, Shock Analysis and Cash Flow give advisors a more in-depth view of bond holdings -- and the portfolio as a whole. Additionally, for each bond holding, advisors can review trade history to gain additional perspective on market conditions.
"We are pleased to work with Pershing on this important service," said Michael Ruvo, BondWave's President. "We believe individual bonds are a critical component of an overall investment strategy and our objective is to provide solutions to help advisors better manage a bond portfolio, improve communication with their clients and develop and sustain long-term relationships in order to retain and grow assets under management."
For more information on RepView services within NetX360, contact BondWave at 877-795-2929 or 630-517-7000.
BondWave LLC (BondWave) is a provider of innovative fixed income software solutions designed to assist senior management, traders and advisors in serving their clients, and is a registered investment advisor. BondWave Advisors®, our advisory branch, allows firms to access our technology solutions and services on an outsourced basis. As a combined firm we serve a wide range of customers, from small independent RIAs to some of the largest broker-dealers and custody providers in the financial services industry. BondWave focuses on helping financial professionals provide unparalleled service and individual bond investing strategies for their customers, enabling a smarter fixed income experience. BondWave is committed to helping firms improve communication between fixed income specialists, advisors and clients, and to enhance their overall fixed income investment services. Additional information is available at www.bondwave.com.
Pershing and its affiliates provide global financial business solutions to approximately 1,600 financial organizations, broker-dealers, registered investment advisory firms, advisors, fund managers and asset managers who represent over 5.6 million active accounts. Located in 23 offices worldwide, Pershing delivers dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on www.pershing.com, or on Twitter @Pershing.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of March 31, 2014, BNY Mellon had $27.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE:BK). Additional information is available on www.bnymellon.com, or on Twitter @BNYMellon.
877-795-2929 or 630-517-7000
Source: BondWave LLC