Bond Manager is a suite of services built around a single portal for complete management of corporate bond issuance, closure and operations.
Not only does it feature a flexible ‘bond CRM’, but it also serves as a fully integrated secure document manager and distribution service, including team notifications, watermarking and password control.
The suite’s workflow and regulatory compliance engine ensures that stakeholders are notified of sign-off and compliance requirements, as well as recurring commitments from the regulator.
In addition, the suite features an integrated Bond Showcase home page for media, contact forms, teaser documents and announcements.
If you are seeking to speed up your bond issuance operations and reduce the overheads and compliance risks to your business, then we recommend you contact us for a product demonstration.
Bond Manager is offered as a fully hosted and managed service, complete with data management, 24/7 oversight, service desk and knowledge base. Our delivery service includes a fully customised, branded delivery of the core product, giving it a bespoke feel which matches your company culture.
An expansive set of User Groups and Access Controls will allow you to share secure access to the portal with Agents, Issuers and Holders in a secure and audited manner, giving you the highest level of corporate and regulatory oversight of your bond.
The platform also includes a number of useful integrations, more of which can be added as a professional service. Existing integrations include:
- Insightly CRM Contact and Journal Updates
- CBond and Xignite Market Data Import
- Cloud Document Sync Repository
- Excel, PDF and Word Exports