Inspired by the wisdom of renowned value investor Benjamin Graham and distinguished bond broker Charles DiFrancesca, our platform harnesses the power of generative AI's advanced large language models, and sophisticated data analysis capabilities to streamline selling bonds. It features two core tools, a Bond Screener and a Bond Analyzer that work in tandem. These tools dramatically enhance wealth managers' and brokers' ability to identify bonds specific to their clients' preferences and present those bond to their clients in a compelling report.
Includes a Written Summary and Analysis of the Bond
Updated With Knowledge in Bond Trading
Robust Data Security for SaaS or On-Premise
Clear and Professional Bond Analysis
Analyze the bond against the client's preferences, and perform a set of rigorous analyses highlighting key benefits and downsides of the bond.
AI-powered screens for bonds that meet your clients' and wealth managers' criteria, then provides a report showing the ranking of matching bonds along with summaries of each.
