About a-team Marketing Services
The knowledge platform for the financial technology industry
The 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: Mastering Data Lineage for Risk, Compliance, and AI Governance

Financial institutions are under increasing pressure to ensure data transparency, regulatory compliance, and AI governance. Yet many struggle with fragmented data landscapes, poor lineage tracking and compliance gaps. This webinar will explore how enterprise-grade data lineage can help capital markets participants ensure regulatory compliance with obligations such as BCBS 239, CCAR, IFRS 9, SEC requirements...

BLOG

Critical but Challenging – Managing Unstructured Data: A-Team Webinar Preview

Unstructured data accounts for an estimated 80 per cent of companies’ data estate and the volume of that information is forecast to grow by a third each year. Consequently, management of the class of data that is being culled from sources as diverse as financial reports and social media posts has become a pressing challenge....

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...