Portfolio Solutions

Product Type:

Portfolio Management ToolInvestment Analytics Tool | Trading/Rebalancing Tool

Portfolio Solutions is a comprehensive analytics tool that helps firms and advisors manage fixed income portfolios with seamless integration to one of the largest fixed income marketplaces in the U.S. Monitor events in real time, create custom client reports, search across all asset holdings and effortlessly rebalance portfolios with confidence. Portfolio Solutions helps you retain and grow assets while managing your fiduciary responsibility.

INTEGRATION:
  • All major custodians
  • Third party products: Lumesis (Diver), Gimme Credit, Credit Sights, Moody’s Bond Report, S&P Capital IQ Research Report, TRACE/MSRB and Blue Sky Data Corp
  • Tradeweb Direct’s in-house liquidity: Trader Workstation and Advisor Workstation

 

FREE TRIAL AVAILABLE?:

Yes.

CREATED BY:

Tradeweb Direct

COMPANY ABOUT US:

Tradeweb Direct is the premier source for financial advisors, RIAs, traders and buy-side investors who need fast, reliable execution and portfolio analytics for their fixed income trading needs.  Our platform provides over 105,000 monthly users with direct access to 270K+live executable markets, 120K+ unique fixed income securities and 200+ liquidity providers.

CONTACT:

PHONE: 212-852-1202

E-mail: TDMSales@tradeweb.com

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