WMA - BEV (IA) app for iPhone and iPad

The WMA - BEV (IA) is an exclusive App for WMA relationship managers to manage their clients bond portfolio.. The App is a great new way to manage your and your clients Bond Portfolio. It is your one stop bond portfolio management App which allows you to check the real trading prices of bonds, get new issue alerts, search for bonds that suit your preferences, manage your clients portfolio and recommend them bonds as per their required criteria.


MANAGE YOUR CLIENTS PORTFOLIO:

Monitor your clients daily Portfolio performance by tracking the real time gains or losses made by the individual bonds present in their portfolio.

Switch between the bond’s daily price and invested amount changes simply by clicking the daily price. Click on issuer name to view the complete details of the bond like:

• Buy and Sell Prices/Yields
• Historical Price and Yield Graphs
• Industry type
• Credit Risk
• Country of Risk
• Amount Issued
• Amount Outstanding
• Issue Date
• Maturity Date
• Next Call Date
• Liquidity
• Guarantor
• Yield to Call
• Yield to Maturity

WATCH LIST: Keep track of the bonds which your clients wish to keep an eye on so that you can suggest the same trade when the timing is suitable for them. You can also set Alerts on bond prices according to your or your clients requirement which are triggered when the set levels are breached.


SEARCH AND ADD: Search for the bonds that you wish to add to your clients Portfolio, Watchlist and Selected List. Use criteria like yield range, maturity range, sector type, issuer and country of Risk. The bonds can also be searched based on if they are callable or perpetual.


INSTANT NEW ISSUES UPDATES: Keep a track of the latest issued bonds simply by clicking on the new issues tab to view the list of the 10 most recent issues bonds. Also, get notified for latest issues on your phone through the In-App notifications.

SELECTED LIST: Recommend bonds to your client as per their interest criteria without the hassle of doing it over a phone call. This feature will empower the client as they will be able to check real-time prices of the recommended bonds on their mobile device along with all the required data points which help them decide on their next bond investment.

PORTFOLIO ANALYTICS: The RMs now have the ability to monitor their clients portfolio and the essential statistics associated with it on the move. The brand new analytics feature details out the risk, sector composition of the clients bond portfolio along with clients daily portfolio performance.