NIAD Value

Syndication

When deal volume spikes, manual processes can slow you down — or worse, lead to costly errors. NIAD eliminates bottlenecks so your team can scale confidently.

What NIAD delivers:

Complete bought deals up to 8x faster
Boost Investment Advisor participation by 40%
Cut administrative workload by 50%
Reduce ticketing errors by 80%
Achieve 95%+ compliance audit success
Generate Reports such as Distribution Certificates & Purchasers Lists in 30 seconds or less
One-click sales performance aggregation
Seamless data flow to back-office systems
Real-time visibility into deal status

Wealth Management

Empower Advisors with intuitive tools that simplify new issue participation and enhance client engagement — all while reducing operational overhead.

How NIAD supports Wealth teams:

Increase Advisor satisfaction and participation by 40%
Cut branch-level admin tasks by 70%
National and branch-level visibility into new issues
Track preliminary, amended, and final prospectuses
Mobile access to deals anytime, anywhere
Digital subscription agreements for faster client onboarding

Institutional Sales

Answer complex questions in seconds. NIAD centralizes deal data so your team can focus on execution, not hunting for information.

Key benefits for Institutional Sales:

Centralized bookbuilding tools with pricing models
Straight-through trade processing
Real-time analytics and performance reporting

Compliance

Stay ahead of regulatory demands with built-in controls, audit trails, and reporting tools that reduce risk and simplify oversight.

Compliance made easy:

Full audit trails on order entry and allocations
Access to historical deal and client order data
Significantly reduced audit prep time
Reporting tools for operational risk analysis
Order controls to prevent non-compliant activity (jurisdictions, eligibility, insiders, restricted accounts)
Oversight tools for Syndication, Sales, and Branch Managers

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