Developing solutions for evolving client needs
We help our clients achieve exceptional outcomes by providing quality service through our solutions and the people that support it.
Client Services is available if you need support with your SOLVE DIVER solution
DIVER New Issue Pricing & Scales
Indicative and Final scales for New Issues
Client Services can train or offer working sessions for the New Issue Pricing & Scales features:
- Create and compare scales for multiple structures
- Launch Pricing Analysis via Ipreo calendar
- Quick access to historical deals by obligor
- User controls to adjust the baseline scale and underlying comps
- Full transparency to all comparable issues/bonds/trades
- Templates to access market data
- Post-issue trade analysis
DIVER Secondary Market Pricing
Inform trading decisions and pricing indications; support for Best Execution (MSRB Rule G-18)
Client Services can train or offer working sessions for the following Secondary Market Pricing features:
- Bond-based market data
- Identify levels for target and comparable bonds
- Full transparency into comparable bonds/trade with relevant transactional data
- User controls to refine baseline results
- Price movement trends through dynamic visualization
- Best Execution (MSRB Rule G-18) Support
DIVER Muni Trade Ticker
The SOLVE Muni Trade Ticker provides configurable, live trade tickers
Client Services can train or offer working sessions for the following Muni Trade Ticker features:
- Live Tickers of Secondary Muni Bond Trades
- Taxable & Tax-Exempt spreads calculated to the appropriate benchmark curve
- Ability to look back at historical trade activity and related spreads
DIVER Underwriter
Efficient, comprehensive and cost-effective SEC Rule 15c2-12 Reasonable Diligence for all negotiated and competitive deals with key business tools in a single solution
Client Services can train or offer working sessions for the following Underwriter features:
- Five-year lookback analysis
- Audit, financial and operating data analyses
- Ratings change and bond call analyses
- Summary, issue and CUSIP level analyses
- Access to Debt Profile and Obligor Profile
- Bitvore news
- Deal workflow and file storage
- Obligor database with all issuers mapped to obligated party
- Issuance history, OS/POS sources and all MSRB filings
- Configurable PDF reports to support compliance of “Reasonable Diligence”
DIVER Advisor
Advisor offers a simple way to access bond-specific information for Retail Time-of-Trade disclosure (MSRB Rule G-47) and to support sales of new issues
Client Services can train or offer a working session for the following Advisor features:
- Retail Time-of-Trade disclosure (MSRB Rule G-47)
- Best Execution (MSRB Rule G-18) compliance
- Live, dynamic muni bond reports
- Compliance reporting and audit trail
- Risk Factors
DIVER Data Solutions
Bespoke solutions leveraging our proprietary obligor database, sector mapping and geo-location to address unique client needs
Client Services can train or offer a working session for the following Data Solutions features:
- Multiple data sets and locations to specific obligors, issuers and bonds
- Integrate internal analytical tools and platforms
- Timely portfolio surveillance
- Flexible exports of the obligor database & linkage
- Obligor geolocation
- Map eco/demo data to obligors
- DIVER Geo Scores
- Proprietary continuing disclosure database