Structured products can be a powerful growth area for wealth firms, but the pre-trade workflow is still slow, manual and difficult to scale. Advisers and distribution teams often rely on spreadsheets, issuer-led ideas, headline coupons and repeated back-and-forth with structuring desks, making it hard to compare alternatives, evidence best execution and consistently identify the best risk/reward opportunities for clients. IVM Markets helps solve this problem by turning structured-product idea generation into a faster, more transparent and more scalable decision process.

The AI-native platform simplifies the full pre-trade idea generation and portfolio construction workflow for equity structured products. Users can start from a client request, investment theme, research note, stock list or existing termsheet, and quickly turn it into a shortlist of optimized, executable product ideas.

Instead of relying on manual trial and error, IVM enables firms to compare real alternatives through a disciplined risk/reward lens. The platform combines thematic idea generation, investment research parsing, basket and payoff optimization, Monte Carlo simulation, back-testing and pricing intelligence in one practical front-office workflow.

For clients, this means faster idea generation, stronger client conversations, better pricing confidence and stronger support for best-execution discussions. IVM helps teams uncover higher-quality opportunities, explain recommendations more clearly and reduce the time spent moving from investment view to actionable product idea.

By giving distributors institutional-grade analytics in an easy-to-use workflow, IVM helps them differentiate their service, deepen adviser relationships and grow structured-product activity without adding operational complexity.