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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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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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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..
Product Description
About this Product
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
About 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.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.