Technology Partners

Founded in 2001, BondWave is a financial technology company specializing in fixed income solutions. We serve a wide range of customers, from small independent RIAs to some of the largest broker-dealers and custody providers in the financial services industry. Traders, asset managers, advisors and compliance professionals use our tools to provide a superior fixed income experience to their clients while supporting critical compliance mandates.

EffiTM, our Engine for Fixed Income, is the single platform through which we deliver all our solutions. Portfolio Analytics provides alerts, reporting, trade opportunity mining, and proposal generation, while Transaction Analytics supports best execution, fair pricing, mark-up monitoring and disclosure, as well as transaction cost analysis (TCA). BondWave leverages advanced data science and technologies to develop our Proprietary Data that fuels our innovative solutions and unbiased analytics.

Broadridge is the leading provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. They help clients drive operational excellence to manage risk, accelerate growth and deliver real business value. Their technology-driven solutions power the entire investment lifecycle, enabling clients to successfully manage the complexity and operational requirements of today’s capital markets. Broadridge is at the forefront of multi-channel communications, strengthening clients’ capabilities to communicate with their clients and investors and meet regulatory requirements.

eMBS Inc provides Mortgage-Backed Securities market participants with reliable and cost-effective internet-based access to mortgage data and analytics.

  


Intercontinental Exchange (NYSE: ICE) is a Fortune 500 company formed in the year 2000 to modernize markets. ICE serves customers by operating the exchanges, clearing houses and information services they rely upon to invest, trade and manage risk across global financial and commodity markets. A leader in market data, ICE Data Services serves the information and connectivity needs across virtually all asset classes. As the parent company of the New York Stock Exchange, the company is the premier venue for raising capital in the world, driving economic growth and transforming markets.

ICE TMC is a leading Alternative Trading System for fixed income trading that combines electronic trading and expert voice support. Supporting the sell-side and buy-side, ICE TMC provides a suite of workstation solutions to help evaluate, trade and process fixed income securities throughout the trading lifecycle.

Investortools, Inc. serves institutional investment organizations by providing portfolio management and credit analysis systems. Its products and services are designed, produced and enhanced to assist users in their analyses and presentations relating to fixed income investment securities.

In addition to providing standard products, Investortools serves clients requiring system specialization by designing and implementing customized systems. Clients include mutual fund investment advisors, bank trust departments, insurance companies, investment counselors, and securities dealers. Investortools systems are used by portfolio managers, portfolio analysts, securities analysts, representatives of securities dealers and other investment professionals.

Investortools incorporated Kalotay’s after-tax muni bond methodology into their portfolio management system Perform®. Learn more about after-tax treatment of municipal bonds by visiting Investortools' Tax-Aware Resource Center.

MMA

Founded in 1995, MMA provides consulting services, benchmark data and subscription research reports to a diverse client base of dealers, investors and issuers engaged in the tax-exempt market. MMA also counsels and advises trade associations, US and foreign central banks, regulators and Congressional leaders in order to improve industry operations.

More than 200 media outlets have cited MMA for its definitive, independent and credible assessment of market conditions and issues as well as its creative ideas for solutions and improvement. The firm’s main location is in Concord, MA and has offices in Bradenton, FL, Chatham, NJ, Westport, CT and Washington, DC.

Tradeweb Markets is a world leader in building and operating electronic over-the-counter marketplaces. Since 1998 the company has helped transform the way that business gets done in the fixed income and derivatives markets. Tradeweb’s position as the hub of electronic trading in fixed income and derivatives business has been made possible through a longstanding partnership with the industry. Tradeweb's focus has been to enhance the efficiency and transparency of the markets through the application of technology without significantly disrupting the business models of the world’s major financial institutions. Tradeweb has built a global web-based electronic network of thousands of the largest banks, asset managers, central banks, pension funds and insurance companies to buy and sell government bonds and other fixed income and derivative instruments. This client-to-dealer business is the largest of the three Tradeweb Markets divisions serving institutional investors in 22 markets, 15 currencies, and more than 50 countries around the globe.


Innovation

Dr. Kalotay and his team have written seminal papers on financial models. The firm has patents on the valuation of mortgage-backed securities, bonds with survivor’s option, and determining when to refinance a mortgage.

Speed

Our SDKs and other analytics products are highly optimized for speed without loss of accuracy. As such, our technology is used in real-time pricing and risk management.

Service and Support

We consistently receive the highest grades relative to other financial technology firms in our annual client surveys for both fixed income expertise and responsiveness.

Track Record

Kalotay Analytics has a 25-year history of meeting the analytics needs of some of the most demanding firms in the fixed income arena.