Municipal & Financial Advisors

Cost-effective and comprehensive information, tools and analysis to serve your client’s best interests.

SOLVE Muni Solutions for 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 and Scales

Create indicative scales across multiple structures at any point during the deal origination process and templates for a read of market segments important to you; complete transparency to all underlying data points and comparable securities and trades; compare different structures eliminates manual spreadsheet driven processes

TIC and NIC Calcs and Summary Statistics
  • Gross Production
  • Average Coupon
  • Bond Proceeds
  • Purchase Price
  • Total Debt Service
Post Issuance Monitoring

Monitor secondary trading activity for your client’s new issue compared to where the new issue priced; monitor and report on where your clients outstanding bonds are trading

SEC Rule 15c2-12 Reasonable Diligence and Disclosure Management

Five-year lookback analysis to support issuer’s regulatory obligation and OS preparation; on-going continuing disclosure management for your obligor client

Debt Profiles for all Obligors

Efficiently access debt maps with all outstanding public debt and private placements with CUSIPs in Excel format for immediate use to evaluate Issuer’s debt and different financing scenarios/identify refunding opportunities

Bitvore News

Obligor focused news from thousands of sources; source information for prospect and client meetings

Comparison Analysis

Compare different structures and historical deals of any obligor

Learn how DIVER by SOLVE delivers solutions allowing you to focus on the critical needs of your clients.
  • Create indicative scales for multiple structures for any deal coming to market
  • Create templates for a quick read of the market by sector, obligor, tax status and more
  • Full transparency to all comparable securities and trades
  • Compare different structures, prior deals of the obligor and other issuers
  • Monitoring secondary trading activity for your client’s new issue compared to where the new issue priced
  • Monitor and report on where your clients outstanding bonds are trading
  • Five-year lookback analysis to support issuer’s regulatory obligations and OS preparation
  • On-going continuing disclosure management for your obligor client
  • All outstanding public debt and private placements with CUSIPs compiled for immediate use
  • Excel export to evaluate issuer’s debt and different financing scenarios/identify refunding opportunities
  • Obligor-focused news from thousands of sources
  • Source information for prospect/client meetings
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SOLVE News & Muni Insights

We publish market-leading commentary, insights, DIVER product updates and research on key topics in the muni market.