Munivestor Product Overview

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Product Overview

Transcript of Munivestor Product Overview

Product Overview

Our software tracks news, trades, continuing disclosure and other events on over 2 million municipal bonds to provide users with a comprehensive view of all portfolio activity

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Our Product

Events that can alter the quality of a bond portfolio can happen at a moment’s notice.

We track continuing disclosures, rating changes, trades and news stories to

keep users constantly informed about the condition

of their bonds.

Activity Feed

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Our Product

Having a daily summary of market activity can keep investors up to speed. We provide real-time trade

statistics and market rates to give users a firm

understanding of daily market conditions.

Market Data

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Our Product

Gathering data on municipal bonds can be time consuming

and frustrating. We gather credit ratings, news,

disclosure history, economic and trade data on more than 2 million CUSIPs to give users

a clear view of a bond's history and current standing

in the market.

CUSIP Profiles

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Produce reports to help with evolving and time consuming compliance

requirements.

Why Munivestor?

Maintain

Keep an active list of bonds, which are analyzed to provide

critical insights about the quality of your holdings.

Manage Track news, trades and

material events that can positively or negatively

impact portfolio holdings.

Monitor

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Account Options

Pro Plus Team

•  Portfolio Manager •  Credit Ratings •  Economic Data •  Market & Issuer News

•  Portfolio Manager •  Credit Ratings •  Economic Data •  Market & Issuer News •  Advanced Filtering •  Portfolio Alerts •  Account Summary Emails

•  Portfolio Manager •  Credit Ratings •  Economic Data •  Market & Issuer News •  Advanced Filtering •  Portfolio Alerts •  Account Summary Emails

$99 / Month / User

25 CUSIPs

$179 / Month / User

75 CUSIPs

Negotiated

Unlimited

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Who Is This For?

Financial Advisors

Industry Professionals

Community Banks

Institutional Investors

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Technology and Data

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Get in Touch!

New Orleans, LA

[email protected]

www.munivestor.com

+1 (504) 940 8091