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Best Practice Solutions for the Municipal Security Lifecycle

MuniPOINTS

Streamlined Research and Municipal Bond Disclosure

MuniPOINTS helps your firm comply with MSRB Rules G-17, G-19, and G-47 more easily. No more flipping through lengthy official statements to extract the relevant facts. MuniPOINTS condenses “just the facts” into an easy-to-read brief that streamlines your municipal bond disclosure compliance and your sales processes.

Concise summaries for easy comparisons

The most popular DPC DATA information product, MuniPOINTS documents are concise, descriptive summaries of municipal bond issues. They include bullet-pointed text, excerpted directly from the official statements, with no analytic content.

Indexed by CUSIP, MuniPOINTS fact sheets are quick to access and offer rapid understanding of bond characteristics, as well as easy comparison of different issues.

In addition, a click-through feature provides links to all underlying disclosure documents via MuniDOCSOnline, as well as the latest news related to the bond on MuniGUARD News.

Key benefits of MuniPOINTS

  • An auditable best practice sales and compliance solution for retail and institutional dealers with well over 200,000 users in the marketplace.
  • Fact sheets are not considered to be ‘advertising’ by FINRA. They are extracted directly from the final official statement, thus mitigating compliance risk and giving salespeople and traders one-click print and email functionality to send comprehensive disclosure information, related documents, and relevant news to customers.
  • Integrated with multiple trading platforms to deliver MuniPOINTS directly to users without any additional IT integrations.
  • Can be integrated into proprietary systems via our Direct Access portal, with minimal IT support required.

Available to market professionals via a Web portal or integrated with a trading or portfolio management system, MuniPOINTS is also available through many of our platform-provider partners.

For more information and sample reports, contact us to discuss access through your trading desk and other professional applications at 800-996-4747 or sales@dpcdata.com.