Altio on fixed income

Fixed income

Remove manually intensive data aggregation. Reduce errors. Improve accuracy. Make better decisions.

The Altio team brings a strong track record of robust UI and application development expertise in financial services with a particular focus on fixed income. We are the fixed income experts!

Existing and developing Monitors provide single points of web based access for users to gain access and navigate information commonly available from multiple source systems making the data stale, difficult to easily access, manually intensive to aggregate, and prone to error.

Our proposition

  1. Position Monitor (or Collateral Management Dashboard)
    • We provide the end-user with the real-time, web-based ability to analyze collateral trends, needs, and deal-specific information on a forward looking and historical basis.
    • Provides access to real-time position information with visual alerts to changes in positions.
    • With the xxxxxx product, your organization will eliminate the overhead associated with the generation and use of static reports in response to information requests from across the organization.
  2. Customer Information Dashboard
    • We provide the end user with a real-time, web based ability to monitor, track and view account information on a trade-date basis with a forward looking view.
    • Sales staff are enabled to view current activity, observe trends, and make recommendations for proposed future investment activity, as well as follow up with clients regarding changes in activity levels or areas of investment focus.
    • Provides historical 1099 tax information.
  3. Counterparty Risk Monitor
  4. Future: Credit & Interest Rate Risk Monitor
  5. Future: Stress Testing in Accordance with Federal Reserve Requirements