michael.pendergrass
Acronym
BondIT
Product ID
BondIT
Description

Independent portfolio construction technology for fixed income leveraging AI.

Images
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BondIT_1
Details
  • Optimize your fixed income portfolios using BondIT's intuitive portfolio manager experience. All done in real time leveraging AI and data science techniques. 
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BondIT_2
Details
  • Game changing advanced laddering with the ability to denote cash flows down to the month and per dollar amount or % of portfolio desired. Create portfolios for lifetime income streams, cash flows for charitable giving, even completely unique cash flows.
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BondIT_3
Details
  • Create and compare portfolios to benchmarks, models, or proposals. Share proposals and portfolios across your firm with key team members. Search for bonds in real time, such as discount priced, less than 5 yr Financials. All in real time, all in BondIT..
Features

Independent portfolio construction technology for fixed income leveraging AI:

  • Cloud-based solution leveraging algorithms enhanced by AI
  • Intuitive portfolio construction & rebalancing in seconds
  • Enhancing engagement and helping drive scale & AUM growth
Vendors
BondIT
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Portfolio Management
Ad Hoc Tags
DoubleClick Tags

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