Financial Advisors

DPC DATA Streamlines Municipal Bond Disclosure  for Financial Advisors

Your clients trust you for fiduciary guidance and decisions, but obtaining comprehensive municipal bond disclosure information can be time-consuming, insufficient and unreliable. DPC DATA streamlines this challenge. Our disclosure solutions provide not just a full range of officially filed documents, but also information products that simplify your workflow and give you an edge in tracking current news.

Today an increasing number of advisory groups are using these solutions to protect their clients’ interests, as well as adding value to their client relationships:

  • Muni bond research – Before purchase, MuniPOINTS brief, bullet-pointed documents enable you, your portfolio managers and your clients to quickly grasp the key points of an offering statement, while MuniDOCSOnline provide fast download of secondary disclosure history for issues and obligors.
  • Ongoing portfolio surveillance – MuniGUARD Professional keeps you on top of critical municipal bond disclosure filings and MuniGUARD News tracks relevant news from local and regional publications, where default risks may show up early.
  • Client communications – all DPC DATA solutions make it easy to share municipal bond disclosure information with your clients by email. You can instantly give them the information to make informed decisions, or keep them educated about what you have done for them.
  • Workflow integration – DPC DATA solutions are easily integrated into trading and portfolio management applications, or made available through Web interfaces. They can literally be made available “in context” to your everyday operations within a matter of weeks or less.

Discover how DPC DATA professional solutions are helping advisers and back-office partners manage their transactions, portfolios and customer relations in the municipal market. For more information or a demonstration, please contact us at 800-996-4747 or sales@dpcdata.com.