About a-team Marketing Services
The leading knowledge platform for the financial technology industry
The leading knowledge platform for the financial technology industry

A-Team Insight Blogs

Interactive Data Provides Wide Range of US Bond Data to iPortfolio Solutions

Subscribe to our newsletter

Interactive Data Corporation, a provider of financial market data, analytics and related solutions, today announced that it is delivering a wide range of US bonds data to iPortfolio Solutions.

iPortfolio (formerly MuniWorks) provides portfolio analytics and ancillary information on bonds issued in the US to investment product professionals, advisors and individual investors via a secure website.

Since 2002, Interactive Data has provided iPortfolio Solutions with a wide range of information for US bonds — including corporate, government, agency and municipal securities — through a variety of its data delivery platforms. Recently, Interactive Data began delivering daily evaluated pricing and reference data for preferred securities and mortgage-backed securities to iPortfolio. The addition of this new data to iPortfolio’s offering can enable its clients to analyse mortgage-backed security pass-throughs.

iPortfolio accumulates fixed income market data and reformats it into a readily available portfolio management tool. It also customises cash flow data, credit analysis and maturity schedule reports, which can help its clients make investment decisions and manage risk based on gains/losses and credit changes, which are updated daily. Its customised report format helps clients to more easily understand key fixed income concepts.

“We are pleased to deliver an expansive set of key US bonds data for integration into iPortfolio’s solutions for fixed income portfolio management professionals and individual investors,” said Cort Williams, president, Institutional Sales for Interactive Data. “The combination of our broad range of data, together with iPortfolio’s analytical capabilities and technology platform, creates an advanced solution for investors in these asset categories.”

iPortfolio’s solutions can help meet the analytical and risk management needs of a wide range of clients that manage fixed income portfolios. These include: wirehouses, regional broker-dealers, banks, money managers, individual advisors, and high-net worth clients.

“iPortfolio uses powerful analytics, combined with a user-oriented software platform, to enable informed and real-time decision making and risk management.” said Martin Dickinson, president of iPortfolio. “Incorporating Interactive Data’s wide range of available bond data into our fixed income portfolio management tools can assist our clients in improving their investors’ portfolios and managing their investors’ relationships more efficiently.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Tackling digital transformation challenges for operations teams

Digital transformation is a hot topic in capital markets, promising modernisation, better decisions, and faster time to market. It can deliver innovative front-office customer-facing applications and cloud solutions – but what is often forgotten is the role, and importance, of the back office in these transformative programs. Digitisation can only be as effective as the...

BLOG

Outra Offers Data Science as a Service

Outra, a data science and predictive analytics company dedicated to delivering insight from vast amounts of data, is making its way into the financial services sector and will, no doubt, make further progress following the appointment of Peter Jackson, former group director of data science at Legal & General and CDO at Legal & General...

EVENT

ESG Insight Briefing New York

The briefing will explore challenges around assembling and evaluating ESG data, how to apply new technologies to improve data quality and insight and the impact of regulatory measures on standardisation efforts.

GUIDE

ESG Data Handbook 2022

The ESG landscape is changing faster than anyone could have imagined even five years ago. With tens of trillions of dollars expected to have been committed to sustainable assets by the end of the decade, it’s never been more important for financial institutions of all sizes to stay abreast of changes in the ESG data...