BondWave says it has bolstered the Transaction Quality Analysis (TQA) offering.
BondWave, a fixed income solutions provider, has rolled out enhancements to its Effi Transaction Analytics and Portfolio Analytics solution suites, and among the new capabilities are improvements for BondWave’s Transaction Quality Analysis (TQA) solution, officials say.
The Effi suites are “designed to help users quickly analyze, monitor, and manage their fixed income portfolios with precision and confidence,” according to BondWave.
The latest release offers an expansion of the analytics capabilities of the TQA solution, a tool for measuring total trade costs and comparing them against relevant peers in the marketplace, officials say.
“The recent updates improve coverage, introduce richer statistical insights and asset-type breakouts, add market context to trade cost details, and provide additional reports to identify which counterparties are delivering the most value,” according to the announcement. The additional capabilities are intended to help users “better understand execution performance and identify opportunities to increase returns.”
Enhancements made to the Portfolio Analytics solution suite include:
- Accounts & Positions: “Users can now group positions and view expanded account, broker, and FDIC-identifying information across the Accounts and Positions widgets, making it easier to organize positions and see totals and aggregated exposure across their book of business;”
- Cash Flow, Redemption & Fixed Income Reports: “The Upcoming Cash Flows section can now be customized and include account names and numbers;”
- Fixed Income Analysis Report: “The Municipal State of Issue Distribution chart has been expanded to include all states, providing users with a more complete view of geographic exposure;” and
- Interactive Filtering: “Users can now filter data by clicking directly on grid header attributes, simplifying the process of refining views and quickly isolating relevant portfolio information.”
Officials say that other general improvements include a further streamlining of client workflows and improved usability with customizable context menus; saved page layouts that retain user preferences; more flexible and intuitive filtering capabilities; and expanded scheduler entitlements for greater control over automated report distribution.
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