Financial Advisor | BONDDESK Group, LLC

Comprehensive Fixed Income Trading Technologies

Strategy

In today’s volatile markets, choosing the right investment strategy for your clients is more important than ever. Advisors can depend on BondDesk for the information they need to make informed decisions about fixed income.

Benefits of Bonds

Bonds are an important asset class that financial advisors should include in most client portfolios.

Individual Bonds vs. Funds

Most financial advisors recommend bond funds rather than individual bonds, but there are some very compelling reasons to consider individual bonds.

Asset Dedication, LLC

Asset Dedication, LLC provides an outsourced fixed income investment management solution for independent financial advisors.

Introduction to Bond Ladders

Bond ladders are a flexible, effective fixed income strategy. They allow advisors to construct custom bond portfolios designed specifically for their clients.

Resources

Even financial advisors have questions once in a while. BondDesk has answers.

Fixed Income Asset Types

This page describes the major fixed-income asset classes (e.g., treasuries, munis, corporate, etc).

Fixed Income Glossary

The BondDesk fixed income glossary provides definitions for all kinds of fixed income terms.

Products

BondDesk provides financial advisors of all sizes with the products and services they need to implement their strategies quickly and at low cost.

Trading Platform/ATS

BondDesk ATS is a fully-customizable fixed income trading platform that allows users to trade odd-lots of municipals, corporates, treasuries, agencies, CDs, and mortgages.

Advisor Workstation

The BondDesk Advisor Workstation™ system is a customizable real-time position and trading system designed to help advisors build and protect their clients’ portfolios.

Decision Analytics

Decision Analytics is an enterprise-wide fixed-income client portfolio review and reporting system that helps financial advisors implement investment strategies for their clients.

For more information, contact BondDesk Sales at (866) 645-7524 or sales@bonddesk.com. For information regarding opportunities to utilize BondDesk Group LLC's data and analytics in your firm's marketing or research areas please contact marketing@bonddesk.com.