Public Finance Professionals
Identify efficient and innovative ways of maximizing resources to meet compliance obligations, identify new business opportunities and opportunities to best serve issuer clients in an ever-evolving market.
SEC Rule 15c2-12 analyses
Debt maps
Generate scales across multiple structures during the deal origination process
Comparison analysis
Municipal Underwriters
Manage large numbers of indicative scale requests from bankers and final scales for new issues as they come to market; quick launch from Ipreo calendar for competitive deal pricing analysis SEC Rule 15c2-12 reasonable diligence
Eliminate manual processes
Access to all comparable bonds and trades based on the structural and credit characteristics of your transaction
Run multiple structures
Quick launch from Ipreo calendar
Sophisticated machine learning approach
Build template curves for common market segments
SEC Rule 15c2-12
Municipal & Financial Advisors
Efficient, innovative and cost-effective tools to maximize limited resources, identify new business opportunities and best serve issuer clients in an ever-evolving market.
Indicative Pricing & Scales
Post Issuance Monitoring
SEC Rule 15c2-12 Diligence and Disclosure Management
Debt Profiles for all Obligors
Bitvore News
Comparison Analysis
Wealth Managers & Financial Advisors
Meet retail time of trade disclosure obligation (MSRB Rule G-47); access levels for target and comparable bonds; support for Best Execution
One-click access to meet retail Time of Trade Disclosure obligations
Muni Bond Report
DIVER Secondary Market Pricing Tool
Legal & Compliance Professionals
Expertise and efficiency to address muni market compliance needs by helping address existing rules and evolving interpretations and amendments to the same
SEC Rule 15c2-12 Reasonable Diligence
MSRB Rule G-47 Time of Trade Disclosure
MSRB Rule G-18 Best Execution
MSRB Rule G-27 for supervision
Municipal Bond Traders
Lumesis’ Secondary Market pricing tool delivers comprehensive data and information for your target bonds and comparable bonds trading in the market — simplicity and speed
Target bond and comparable bonds/trades
Quickly assess the market for a target bond
Search for scenarios of interest
Portfolio Managers & Analysts
Efficiently analyze trade opportunities going beyond what other providers offer; identify comparable bonds/trades to support pricing or alternatives to the target bond; focus on allocation needs and portfolio characteristic requirements looking at both new issues and secondary opportunities.