IssueBook for Banks
Manage and streamline the fixed income new issue processes
Primary order management can be complex, especially on multitranche global executions, with bank salespeople and investors directly entering orders at a rapid pace.
Strict intraday deadlines increase the pressure to aggregate orders and accurately distribute allocations. From order taking to trade booking and final settlement of fees, these sensitive workflows must all meet the highest of regulatory and compliance standards.
lssueBook is an all-in-one solution that allows banks to simplify workflows, manage multiple and concurrent deals, and connect all permissioned internal participants in the new issue process. From origination through marketing to bookbuild, allocation and settlement, IssueBook streamlines and centralizes the fixed-income new issue process. Specify deal terms, communicate terms to other participating banks, bookbuild and allocate order books, automatically book trades and settle transactions—all on one platform.
It is also seamlessly integrated with IssueNet and IssueLaunch, allowing for broader communication and cooperation between the entire syndicate, the issuer and investors globally.
Key Features
Bookbuilding
Enter multiple indications quickly, upload and distribute documents, instantly communicate allocations, and manage multitranche and multicurrency deals in real-time. The flexible coverage model allows banks to grant users from multiple locations and business lines permission to participate in deals.
Order Aggregation
lssueBook accepts orders from internal syndicate and sales team members as well as from other deal participants and investors via integrations with lssueNet and lnvestorAccess.
Compliance
Ensure compliance with key auditing regulations, including MiFID II and GDPR. IssueBook also acts as a central repository for reporting across regions, investors and products.
Straight-Through Processing
Efficiently processes trades, reduce the number of broken trades and facilitate faster transaction settlement. The platform also generates trade records and other data needed for downstream processing and allows for bulk updates to fields on multiple orders.
Key Stats
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