BondIT drives sales by empowering relationship managers and trading desks with data-driven, personalized, optimal investment recommendations thus increasing trade flow and revenues. BondIT improves the customer's experience by constructing tailor-made, intelligent portfolios and providing on-demand, timely, comprehensive reports. BondIT improves portfolio management efficiency by enabling construction, reallocation and re-balance of optimal bond portfolios in a few minutes and by reducing friction between the fixed income desk and the relationship manager.
BondIT provides sophisticated, yet easy-to-use, tools backed by proprietary machine learning algorithms.
We transform fixed-income advisory by bringing it to the digital data-analytics era.
Enough fluff, what is it that we do?
We automate optimizing fixed-income portfolio creation and management by relying on your understanding of the client's constraints (12 different dimensions) and goals (target yield, minimizing risk, Sharpe optimized). Everything is very intuitive and after 15 minutes you'll feel you've been using BondIT for ages.
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"On Monday morning I got a call from a prospective client, asking about what our bank has to offer, since he has heard mixed reviews. Instead of going into the usual spiel ("unparalleled research, best client service etc.") I tell him about a new software we have that instantly imports and improves portfolios. He bites, and tells me his 12 positions over the phone. I punch them into BondIT, hit the "Improve Me" button and chat him up about his goals for a minute and a half. BondIT found a way to enhance his YTM by 70 basis points while maintaining his risk. He was so surprised by the prompt response and excess yield that he setup a face to face meeting. Long story short, I converted a $3mm client in a few minutes".
"When clients turn to boutique investment managing, they expect to receive personal care, the utmost attention to detail and expertise. By using the BondIT system, I am able to best match the clients’ specifications both in the portfolio building process, as well as in the current activities that cover all the constraints set by even the most sophisticated client. More over, using the alert and report mechanism I was able to proactively engage the customers, gaining praises for quality service".