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See How BondVALU Helped Simplify Portfolio Monitoring
With BondVALU, a high net worth advisory firm moved beyond manual spreadsheet-based muni bond monitoring.
Monitoring municipal bond portfolios can be time-consuming, especially for smaller teams managing a mix of purchased and inherited positions.
In a recent BondVALU case study, a portfolio manager at a high net worth advisory firm described how manual spreadsheet work and bond-by-bond review made it harder to keep up with credit trends and raised concerns that something important could be missed, particularly with smaller issuers and unrated bonds.
BondVALU gave the firm a more practical way to review holdings, sort through portfolios quickly, and identify potential credit issues earlier. The client pointed to BondVALU’s credit momentum score as a key feature, saying it provides insight they would not have the time or bandwidth to build on their own.
The case study also highlights the role of DPC DATA’s scrubbed data in giving the team more confidence in the monitoring process and greater comfort that the portfolio is being reviewed more consistently.
The client said BondVALU saved an enormous amount of time while giving them more comfort that they were doing the job correctly and more thoroughly.
Download the full case study to see how BondVALU helped this firm move from manual monitoring to a more efficient process for reviewing muni bond portfolios.
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