Discover Technology to Scale your Advisory Business

“Using bondIT integrated with Orion has allowed us to move our fixed income portfolio management to levels we couldn’t reach without this technology. We can generate and rebalance proposals in seconds while adhering to the objectives and constraints that advisors and their clients have formulated. bondIT is a proposal generation machine for us, and a huge competitive advantage when it comes to managing and growing our fixed income business.” Robert Armagno, CFA, Fundamentum

Scale your fixed income business

Construct laddered income portfolios

bondIT enables massive scale in fixed income advisory – a ready-made business line expansion for advisory businesses with a modern user interface to enhance client engagement. Automated portfolio builder constructs optimal portfolios, ladders and income streams – even auto- reinvesting maturing bonds and other client cashflows.

Build standard or custom ladders of municipal, corporate, or government bonds – with any combination of maturity and payment profiles. Credit quality & liquidity analysis built into the portfolio construction process – there’s no longer a need to pay mutual fund & ETF fees.

Construct broadly diversified income portfolios

Construct post-retirement income portfolios

All portfolios constructed using bondIT software are optimized using advanced algorithms developed to simplify the complexity inherent in the bond market. bondIT can mirror and automate existing portfolio management workflows – with analytics and drill-down capabilities to support real-time portfolio decision making.

Post-retirement, asset accumulation shifts to decumulation, and wealth management’s focus shifts to generating efficient income distribution throughout clients’ retirement years. bondIT enables advisors to intuitively create optimal income streams with any frequency and amount aligns optimal portfolio construction with client-specific needs.

Find out how Fundamentum moved its fixed income portfolio management to new levels with bondIT technology...

Use bondIT's Technology Integrated with Orion Easy as 1, 2, 3, ...

Meet Team bondIT

Dan Taylor, Head of Americas [email protected]

Andrew Merrill, Head of North America Sales [email protected]

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*Trial access is limited to qualified institutions and financial professionals. Our products and services are currently not intended to be used by retail investors.