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PRODUCT VALUE

Institutional

Become an Institutional Powerhouse
How much new issue product did XYC Co. buy from us this year?  Sounds like an easy question, doesn't it?  How long did it take you to answer it?  Still trying to figure out where to start?

If you were using NIAD you would have already answered this question and moved on to your next objective.

Here are some of the things we can do for you today:

  • Enter Client interest at various price thresholds
  • Capture exempt purchaser details including time and date stamp and employee affirming allocation
  • Capture Client information including contact, ranking and comments
  • Execute co-lead Client orders for dealers
  • Rapid order entry for bought deals with features for auto-fill
  • Perform demand modeling and show price sensitivities
  • Perform automated allocations based on Client ranking algorithms
  • Perform ticketing to Client sub-accounts after final allocation
  • Detailed reporting on both Client and Sales Rep performance

Order Book Summary

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