Advisor Resources

Frequently Asked Questions

How can I access DIVER Advisor?Olivia Durr2021-09-29T15:47:09-04:00

How can I access DIVER Advisor?

The Advisor service can be accessed via a custom URL, ATS or integration into a client’s internal system.

Is the DIVER MBR configurable?Olivia Durr2021-09-29T15:46:52-04:00

Is the DIVER MBR configurable?

Yes, the DIVER MBR is configurable. Each firm can upload their own company logo, Risk Factors and Disclosure Language. In addition, the MBR report content can be adjusted as needed.

Can I use the DIVER Advisor service to show Time-of-Trade G-47 compliance?Olivia Durr2021-10-20T16:23:38-04:00

Can I use the DIVER Advisor service to show Time-of-Trade G-47 compliance?

Yes. DIVER Advisor provides Compliance reporting and audit trail of all actions.

How quickly is a MBR available for new issues?Olivia Durr2021-09-29T15:46:05-04:00

How quickly is a MBR available for new issues?

The MBR is available within 2 hours of the CUSIP generation.

Is the DIVER MBR data real-time or static?Olivia Durr2021-09-29T15:45:47-04:00

Is the DIVER MBR data real-time or static?

The MBR updates in real-time so that you and your clients have the latest information available.

Can I generate a DIVER muni bond report (MBR) on all outstanding CUSIPs?Olivia Durr2021-09-29T15:45:27-04:00

Can I generate a DIVER muni bond report (MBR) on all outstanding CUSIPs?

Yes. The reports are comprehensive overviews for all 1.1 million outstanding municipal bonds.

Relevant Publications

Olivia Durr2022-01-05T11:29:46-05:00

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Advisor Resources

Frequently Asked Questions

How can I access DIVER Advisor?

Is the DIVER MBR configurable?

Can I use the DIVER Advisor service to show Time-of-Trade G-47 compliance?

How quickly is a MBR available for new issues?

Is the DIVER MBR data real-time or static?

Can I generate a DIVER muni bond report (MBR) on all outstanding CUSIPs?

Relevant Publications

NAMA Webinar: Municipal Advisor Pricing Duties

DIVER Geo Scores: September 2021

DIVER Geo Scores: August 2021

DIVER Geo Scores: July 2021

Request a DIVER Demo

Interested in learning more about our DIVER solutions?

Ready for cutting-edge muni solutions?

The Lumesis team is ready with our best-in-class software and data solutions for the US municipal market.

Ready for cutting-edge muni solutions?

The Lumesis team is ready with our best-in-class software and data solutions for the US municipal market.