Financial Advisors

Manage your complete fixed income
investment process

We provide institutional-quality data and analytics to help you stay informed,
identify investment opportunities and better serve your clients.

CBXmarket can help you…

  • Handle things your way

    We know there’s no one-size-fits-all model for making investment decisions – our system can accommodate your unique preferences

  • Scale your business

    Our platform helps you efficiently handle prospecting opportunities and expand existing relationships

  • Deliver for your clients

    Demonstrate your investment expertise and provide actionable advice during client conversations

  • Streamline your investment process

    Leverage a single platform for complete coverage of the fixed income markets with tools to complement every part of your investment process

  • Access the market anytime, anywhere

    Our cloud-based platform allows you to access market information anywhere from any device

Request a demo
“CBXmarket is an impressive, intuitive and powerful platform that continues to make our lives easier.
It is a critical part of our workflow and a pleasure to use on regular basis.”ROBERT, PRESIDENT & CEO, ASSET MANAGER −

What you can do…

  • A client requests that you validate pricing for a quote before purchasing a bond for his or her portfolio

  • Reference historical pricing data, including trade volume, evaluated prices and dealer quotes
  • Use the Comparable Bonds feature to determine a security’s fair value
  • Use the Price Calculator to calculate yields, spreads and other key metrics based on your desired price for a given CUSIP

  • Oil supply skyrockets which results in downgrades and significant price movements causing compliance breaches across multiple portfolios

  • Receive a daily email with a summary of portfolio activity and strategy/compliance violations
  • Set up automated alerts for rating changes, price movements, cash events, and issuer news
  • Obtain enhanced transparency across all portfolios with aggregating reporting features

  • You manage an employee retirement program and have restrictive investment guidelines for the securities you can hold

  • Use the platform’s advanced filters to screen for securities that fit your unique investment criteria
  • Customize dashboards with the relevant analytics to accommodate your decision-making process
  • Develop watchlists to monitor securities that meet the investment criteria

  • Develop bond ladder strategies with our Investment Strategy tool

  • Our bond screening tool allows you to scan our U.S. fixed income universe to identify a security that suits your needs
  • Plan ahead for changes to the portfolio as bonds roll off the ladder strategy, with cash forecasting and alerts based on your customized guidelines

  • You are transitioning clients into a managed accounts program and need enhanced monitoring and reporting to maintain the growing number of portfolios

  • Benchmark your clients’ SMAs against model portfolios and custom indices
  • Monitor all client accounts across key performance metrics to identify elevated cash levels, upcoming maturities, defaults or ratings changes
  • Receive a daily summary of market activity with customized alerts for any market events related to securities in your portfolios

Find the Plan that Works for You

Only pay for what you need.
Flexible monthly pricing plan.
CBXmarket is a fraction of the cost of other platforms.

Show pricing plan details

Free Trial

$0

2 weeks free. No credit card needed.
Proceed

STANDARD

$175

Per Month
  • Corporates, Agencies, Treasuries & Munis
  • Historical market data and trends
  • Comprehensive analytics and key risk/return metrics
  • Issuer financial statements
  • Standard portfolio management capabilities
  • Standard portfolio compliance and monitoring
  • Automated portfolio alerts
  • Advanced search and screening tools
  • Historical pricing and trading information
  • Comparable Bonds tool, Pricing Calculator
  • Enhanced Watchlist features
  • Interactive dashboards and charts
  • Exportable, presentation-quality reports
Proceed

Premium

$300

Per Month

STANDARD
+

  • Dedicated support team
  • Customizable platform experience
  • Multi-license collaboration
  • Aggregated portfolio analytics and reporting
  • Total Holdings feature
  • Complete portfolio management capabilities
  • Comprehensive portfolio compliance and monitoring



Proceed