Our mission is clear…

Break down the barriers to fixed
income investing and make it
genuinely accessible and affordable
for all participants.

Our cloud-based market research and portfolio management platform is affordable and
easily customized with complete coverage of the U.S. fixed income market.

  • Efficiently cover the entire fixed income market.
    Obtain the data, analytics and tools to support each stage of your investment process with the flexibility to accommodate your unique investment preferences.
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  • Manage your fixed income investment process.
    Access institutional-quality data & analytics to help you stay informed, identify investment opportunities and better serve your clients.
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  • Take control of your investments.
    Be empowered to take control of your fixed income portfolio. Get the Wall Street-caliber tools and analytics to support every step of the investment process.
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Complete U.S. Fixed Income Universe

  • 1.1 MILLION
    Corporate, Municipal, Treasury and
    Agency Bonds
  • 41,000 +

    Issuers with
    financial data
  • 10.8 MILLION

    Daily yield
    and spread
  • 5 YEARS

    pricing, trades
    and market data

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Key features

CBXmarket | Fixed Income Market Research

Market Research

  • Comprehensive coverage of U.S. Corporate, Municipal, Treasury and Agency markets, updated daily
  • Observe historical market trends across different sectors, maturities, ratings, etc.
  • Perform in-depth credit research with access to issuer financials
  • Complete relative value analysis
  • Mock up trades with bond evaluation and modeling tools
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Portfolio Management

  • Identify and compare investment opportunities across the U.S. fixed income market
  • Automated monitoring and alerts for rating changes, upcoming maturities & cash balances
  • Handle the entire portfolio management process on a single platform
  • Rebalance portfolios with modeling and scenario analysis tools
  • Implement investment strategies and maintain portfolio objectives and constraints
  • Administer managed accounts or model portfolio programs
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CBXmarket | Fixed Income Portfolio Management
CBXmarket | Fixed Income Analytics & Reporting

Analytics & Reporting

  • Complete bond details allow you to fully evaluate a security before investing
  • Save time with automated reporting
  • Utilize historical charts to compare current market landscape to historical trends
  • Develop custom dashboards displaying only the information you want to see
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Industry Leading Data Providers