BondIT

BondIT provides a scalable technology platform leveraging AI and data science techniques to provide optimized fixed income portfolios and analysis without sacrificing flexibility. BondIT’s intuitive portfolio manager experience empowers today’s financial advisor to easily and efficiently work through munis, corporates, even emerging market bonds. BondIT allows for real time workflows, giving financial advisors the power to construct portfolios, rebalance portfolio, and create proposals in seconds. Key functionality includes game-changing advanced laddering for pre and post retirement income streams. All BondIT workflow are setup to boost client engagement and scale for the advisor, from easy PDF functionality to sharing functionality throughout your RIA. BondIT is cloud-based and we are always happy to show you a 30 minute demo and set you up with a free trial of our technology.