Lumesis launches DIVER Advisor Solution
Lumesis is making 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 now offers market participants live portfolio alerts, the ability to customise bond report content, and access back end tracking through a flexible reporting tool.
DIVER Advisor’s technology enables actual configuration and control of content, going beyond real-time monitoring and reporting.
Tthe 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,” says Gregg Bienstock (pictured), co-founder and chief executive 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 customise output. This allows our clients to deploy our solution across their organisations, 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.”
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