Web based investment technology
bondsmart is a fractional-ownership fixed income investment platform that enables a financial institution to deliver a new, highly-differentiated, financial product to its customer base.
Implementation
Browse the menu of “names you know”, to buy slices of bonds paying high income, to build a portfolio.
Choose income level + how long to invest
Select bonds with coupons and maturities that fit the investor’s risk profile and investment timeframe.
Choose income level + how long to invest
Invest a lump sum to buy a portfolio, or invest small amounts over time.
Track investments
Full transaction history, cashflow and performance tracking to keep your advisors and customers informed.
Do more for your customers
Fits around your firm’s existing advisor process. Use technology to reach new investors and better serve your existing customer base.
Tools to support your customers and wealth advisors within your firm
Portfolio builder
Build a personal DIY bond portfolio to suit any budget.
Resell market
Bargain matching secondary market between investors and treasury team.
Automatic feeds
Price feeds and data relays to ensure we can connect to your funding, KYC and workflows.
Designed to be plug and play
Complete system
Full-lifecycle technology solution: front, middle and back-office.
Intuitive design
Investors see a simple, highly visual, bond marketplace using “crowd-funding” principles.
Your branding
bondsmart is designed to be branded and Integrated into Financial Institution’s own customer portal.