About Us Features
It’s about time.

Portfolio Solutions fromTradeweb Direct

Introducing a fixed income portfolio
analytics tool tied to deep liquidity.

Explore Features
More time to…
Grow
  • Attract additional assets by uploading held-away accounts for new money proposals
  • Scale your business like a portfolio manager by viewing
    AUM in aggregate
  • Streamlined workflow provides more time to deepen client relationships and become a trusted advisor
More time to…
Serve
  • Monitor an entire book of business in real-time 24/7, including held away assets
  • Manage redemptions and maturities with click-to-trade functionality to remain fully invested
  • Identify opportunities such as tax loss harvesting, concentrated positions, and bonds subject to interest rate volatility
  • Create client contact opportunities with regularly scheduled custom reporting to reinforce sound investment plans and support disciplined strategies
More time to…
Connect
  • Expand beyond current trading relationships for a full view of the market to support best execution
  • Connect to one of the largest U.S fixed income marketplaces for a deeper selection
    • 200+ participating firms
    • 170,000 live executable markets More than
    • 70,000 unique fixed income securities
  • Portfolio automation available with major custodians

Powerful analytics at
your fingertips

Get a holistic view of your assets under management and improve your analyses and strategic decision making skills.

Time to
see more?

Request a demo.