Accounts and positions
Whether you are working with a single portfolio or reviewing your book of business, Effi provides actionable dashboards that allow you to gather information that is critical to your decision making and help service and grow your assets under management.

Reports
Effi provides a revolutionary new digital, interactive reporting framework. A comprehensive suite of reports can be customized and white-labeled. Whether it is an in-depth portfolio analysis, a book-of-business exposure report, or a shock analysis, information will be presented the way you want. Digital reports can easily be exported to PDF for delivery to clients.

Proposals
Fixed income specialists try to maximize every feasible trade opportunity. To do that, they need to create consistently accurate, detailed proposals—proposals that are on time and on the money.

Effi streamlines proposal creation, making trade ideas actionable system-wide—in minutes, or even seconds. And, with Proposals, bond offerings for a buy or swap opportunity can originate from any trading partner or offering source.

BondAlert®
Never miss an opportunity with your clients. Customize Effi’s alerts to get notifications about important bond events, cash flow, and price changes delivered to you within the application, and your inbox.

Rules
BondWave has introduced Rules, our latest feature, to our portfolio analytics suite. Rules allow users to set and enforce custom investment criteria for bond portfolios, providing a higher level of control, transparency, and optimization.

With Rules, users can define specific criteria for their bond portfolios, such as duration, credit rating, and sector allocation. These rules are automatically enforced, ensuring the portfolio remains in line with the investment objectives of the client.

Rules provide real-time monitoring and reporting, allowing you to know when exceptions occur for each portfolio.