BondWave, the financial technology firm focused on fixed income solutions, has upgraded its portfolio and transaction analytics suite of tools with the release of Effi 3.19.
As a result of client feedback, Effi now includes additional features within both portfolio and transaction analytics that are designed to further automate workflows and increase efficiency and productivity for users. The latest Effi changes include:
• BondAlert Emails: Email notifications now include totals and details about specific alerts, designed to improve users’ ability to know if an action is urgently required. With customisation capabilities, users can also control the frequency of bond event emails, allowing for the hourly or daily bundling of events for those who do not wish to receive immediate alerts.
• Market Calculator Autosave: Saving calculations in the Market Calculator is currently a manual step but with several adjustments made to improve the user interface, Effi now provides the flexibility for users to save calculations the way they want. Options include Manual, Autosave or a combination of the two. Additionally, an Exceptions column has been added to the Market Calculator and Saved Calculations widgets, providing a central place for users to see if an exception has occurred and the ability to sort through multiple calculations by the number of exceptions.
• Unknown Securities: Users may now add positions for holdings that don’t have a standard security identifier, or one that is not recognised by Effi. This allows non-standard positions to appear onscreen and within reports for users and their customers.
• Report Fields & Functionality: Effi Reports now include several requested fields and components with improvements to Fixed Income Analysis, Next Optional Call, Cash Flow, Redemption, Exposure and Amortization/Accretion.
“By providing our users the option to uniquely tailor their Effi experience, they will be better equipped to adapt to the ever-evolving fixed income marketplace and its many challenges,” said CEO Michael Ruvo. “This release underscores the strong relationship we have with our clients to ensure their needs and requests are met, helping them continue to grow their business and strengthen customer relationships.”
