Enter Client Portal

Client Portal: Superior Front End Customizable Trading System

  • SumRidge’s web-based client portal is an aggregated tile view that conveys multiple pricing sources for depth of market. Additionally, the portal provides advisors with analytical tools to help navigate both macro and micro market trends. Specific “tiles” are customizable and aid in gathering data to facilitate best execution trading.
    • Customizable Features:
      • Bond Searches with the ability to save queries, generate offering reports, and create portfolios
        • Ability to white label the portal as well as reports generated with your firm’s logo
      • Municipal Disclosures sent prior to ticketing
      • Tiles that provide security descriptions, yield analysis, price graphs, and a bond calculator for individual bond analysis

Watch List:

  • Equity-like price tracking
  • Notifications generated when target price is reached
  • Customizable tabs can be broken down by product, sectors, and/or portfolios
  • Conveys current offer vs. last TRACE print
Watch List

Comprehensive Portfolio Review:

  • White labeling for reports
  • New portfolios can be created through inventory searches
  • Existing portfolios can be imported via excel spreadsheets
  • Sales Credit for mark-up can be added
  • Matchers Functionality: Live offerings in the market place can be compared with holdings side by side

Daily Moody’s Rating Changes:

  • Easily identify specific bonds and the pricing impact in the marketplace
  • Rating change notifications generated by inputting specific cusips/or uploading portfolios

Enter Client Portal