Increase Efficiency and Reduce Operational Risk Across All Primary Market Workflows

InvestorAccess increases efficiency and reduces operational risk for the buyside by providing direct access to hundreds of global banks in the primary market.

InvestorAccess is the first solution to revolutionize the primary market by electronically linking and automating sellside and buyside workflows. Developed in partnership with market participants from both the buyside and sellside, InvestorAccess issuance tools are used by syndicate banks and institutional investors for the vast majority of new issuance across US equities, US municipals, and global fixed income.

Distribute consolidated, standardized deal terms and communicate orders and allocations in real time. InvestorAccess seamlessly connects to S&P Global's cross-asset bookbuilding suite and can also integrate with proprietary buyside platforms through exclusive API connectivity.

Key Benefits

InvestorAccess gives you the streamlined efficiency you need to manage compressed deal timelines and busy new issuance days. Connect to an inter-dealer network for deal management and order book synchronization, including access to hundreds of global banks that use our systems to run syndicated deals. InvestorAccess integrates all workflows related to deal terms distribution, and communication of orders and allocations.

Obtain deal information directly from the syndicate desk.

Electronically enter orders on new issues.

Create and manage orders in a centralized location.

Eliminate the need to duplicate updates across multiple counterparts.

Utilize laddered, limit and multiple entity orders.

View new issue allocations directly from syndicate banks.

Get the help you need 24/7 from our global support team.

Consolidate messaging from all relationships.

Allow order placement in an OMS/EMS.

Establish a detailed audit trail.

Eliminate the need to duplicate updates across multiple counterparties.

Determine demand, place aggregate orders and distribute allocations on new issues.

Our End-To-End Solution Delivers Next Generation Workflow Tools for the Buyside

Our buyside solutions were developed in partnership with market participants from both the buyside and sell side to add efficiency in how new issues are brought to market. Our new issuance tools are used by syndicate banks and institutional investors for the vast majority of new issuance across US equities, US municipals, and global fixed income.

We offer an integrated set of modules to optimize the new issue process. Each module may be used individually or in conjunction with other components, depending on your firm’s objectives.

Deal information directly from the syndicate desk

Primary Indication Management

DealServices API

Consume deal data internally
Supports Technology teams

FIX Connectivity

Allow order placement in an OMS/EMS
Supports Technology teams

Compliance Workstation

Detailed audit trail and related tools
Supports Compliance and Technology teams

Eliminate the need to duplicate updates across multiple counterparts

Products and Solutions

InvestorAccess and Charles River IMS: Streamlining Primary Issuance

Video

Olivier Dermaux, Executive Director, Fixed Income Strategy, S&P Global Market Intelligence, discusses how primary markets have changed and what market participants are asking for with Dan Barnes of Trader TV.  

Research and Analysis

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  • Global Data Provider of the Year, 2024
  • Best Outsourcing Provider, 2024
  • Best AI-Based Solution for Data Discovery, 2024
  • Credit Risk Management Solution of the Year, 2024

And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.

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