Fixed Income Portfolio Management
Institutional-quality tools to support your unique investment process
A Portfolio Management System that is Changing Investment Operations
CBXmarket was built to be an approachable, yet effective solution – adding value to any bond investors’ investment process. The platform will enable you to manage your portfolios more efficiently.
Save time and enhance returns
Research and analytics are only useful when they are accessible. CBXmarket provides a single solution for access to corporate bond prices, municipal bond prices, bond ratings from S&P and Moody’s, fixed income market data including spreads and yields, flexible reporting and more.
What you can do…
Import and/or Construct Portfolios
Easily import portfolios or build them on the platform using our advanced search and screening functions
Managed Account Platform Solution
Maintain transparency across model portfolios, ETFs, Mutual Funds with aggregated reporting and benchmarking tools
Evaluate portfolio performance across various scenarios, prepare draft portfolio proposals for prospects and assess different allocation strategies
Compliance and Investment Monitoring
Implement portfolio guidelines or constraints and the system will monitor portfolio activity at both the security and portfolio-levels, notifying you of any violations
Receive automated alerts on the platform and by email based on portfolio- or security- specific events, and broader market movements
Export customizable reports directly to PDF with the option to include your logo