SOURCE: Interactive Data Corporation

April 18, 2012 15:00 ET

BondEdge Solutions Announces Launch of Wealth Management Offering

Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance

BOSTON, MA--(Marketwire - Apr 18, 2012) - SIFMA Private Client Conference -- BondEdge Solutions, an Interactive Data company and leading provider of fixed income portfolio management software, today announced the release of BondEdge Wealth Manager, a new product offering for wealth management professionals and investment advisors.

Investment professionals have long utilized the robust analytical tools in BondEdge to manage institutional fixed income portfolios. Now, BondEdge Wealth Manager bundles into one offering the features available for institutional portfolios -- such as risk reporting, benchmarks comparisons, total return simulations, and what-if analyses -- with the compliance tools and coverage of the municipal and taxable bond markets. This package of fixed income portfolio analytics, reports, and charts, combined with pre and post-trade compliance monitoring of portfolio attributes (such as effective duration), provides a specialized offering for wealth management portfolios with taxable and tax-exempt investments.

"As fixed income wealth management has become more sophisticated, wealth managers and investment advisors are seeking institutional quality analytical tools to more effectively manage fixed income portfolios in the current low yield environment," said Keith Webster, managing director, BondEdge Solutions. "We are pleased to provide these capabilities on the BondEdge platform to help investment professionals manage fixed income portfolio risk and to identify investment opportunities."

Michael J. Peters, fixed income analyst at Cleary Gull Advisors, noted that, "The wealth manager capabilities in BondEdge give our investment advisors the ability to more effectively manage fixed income portfolio strategies for our institutional and high net worth clients. With yields at historic lows, it is increasingly important for our advisors to have access to comprehensive portfolio analytical tools that can analyze fixed income risk and reward."

BondEdge Solutions provides fixed income portfolio analytics to more than 400 leading banks, investment managers, brokerage firms, insurance companies and pension funds throughout North America. BondEdge combines advanced analytics with security master data that provides comprehensive security coverage for more than 2.8 million fixed income securities, including a structured finance library of more than 16,000 U.S. structured deals.

For more information about BondEdge Solutions, please visit

About Interactive Data Corporation

Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to our fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data's offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,500 employees in offices worldwide.

For more information, please visit

Contact Information

  • For more information:

    Brian Willinsky
    Tel: +1 781-687-8291
    Email: Email Contact