STAMFORD, Conn.--(Lumesis, a financial services technology company focused on the municipal fixed income marketplace, today announced that it is introducing significant enhancements to its existing DIVER Advisor Municipal Bond Report solution, delivering information and data for all 1.4+ million municipal bonds in a matter of seconds.)--
“DIVER Advisor is the latest in our efforts to bring technology solutions to the municipal market”
DIVER Advisor now offers market participants live portfolio alerts, the ability to customize bond report content, and access back end tracking through a flexible reporting tool. The launch of this solution further distinguishes DIVER Advisor as a best-in-class, web-based platform, allowing access from anywhere, at any time and delivers unparalleled efficiency, cost-effectiveness and customization. DIVER Advisor’s cutting-edge technology enables actual configuration and control of content, going beyond real-time monitoring and reporting.
The benefits of DIVER Advisor are already being realized by Financial Advisors, as well as market-leading Wealth Managers, Sales Professionals, Portfolio Managers and Credit Analysts. Beyond DIVER Advisor’s many unique features, the application supports compliance with MSRB rules, FINRA’s checklist and the new OCC guidelines around Dodd Frank.
“DIVER Advisor is the latest in our efforts to bring technology solutions to the municipal market,” said Gregg Bienstock, co-founder and CEO at Lumesis. “Leveraging our foundational database of hundreds of datasets and sources, we’ve developed a platform to support the muni market’s needs for simplicity, efficiency and cost-effectiveness. While designed to address information and compliance needs of FAs and PWMs serving the retail market, DIVER Advisor offers simple-to-navigate tools to customize output. This allows our clients to deploy our solution across their organizations, satisfying the unique needs of their many constituents. DIVER Advisor is designed to address information and compliance needs simply, efficiently and in a value-added way for end-users and our compliance audiences.”
To schedule demo of DIVER Advisor, go to www.lumesis.com/our-solutions/diver-advisor.
Lumesis is a Software-as-a-Service (SaaS), cloud-based financial technology company dedicated to delivering simple-to-use, powerful technology for the fixed income municipal marketplace. Lumesis’ DIVER platform, which includes DIVER Analytics, DIVER Advisor and DIVER Ambr, offers comprehensive data on more than 54,000 issuers within the municipal fixed income market. Through sophisticated analytical tools, real-time alerts, proprietary visualization technology and content-rich reporting, DIVER solutions allow professionals across the municipal market to easily identify portfolio risks and opportunities, improve customer satisfaction, ensure compliance and enable growth. Providing access to the most current data available in the market from hundreds of sources, DIVER solutions leverage the most current economic and demographic data available from both public and private sources. To learn more about Lumesis, please visit www.lumesis.com.