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Our 10 most popular posts of 2017

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The most read pieces of the year on Financial Technology Laboratories social media.Virtual Bond Trading Assistant

A FEW trends emerge from the list of the ten most-read posts of 2017. The theme of artificial intelligence remains top of mind for our readers; predictions for the future of fixed income markets, and technology’s impact on e-trading platforms. There are a few articles that were on the list from our own blog that highlights how to select a bond calculator vendor and AI’s impact on fixed income marketing including our own virtual bond trading skill, BondTrack. The top post, however, is how e-trading is picking up the pace in the corporate bond market.

We enjoy bringing you information that you find relevant in our industry and look forward to serving you with impactful information in 2018.

  1. E-trading picks up pace in corporate bond market – Latest research from Greenwich Associates shows electronic trading continues to grow as providers add data and analytics tools to draw in investors.
  2. Regulators Can’t Keep Up With Wall Street’s Robot Invasion – The technologies revolutionizing Wall Street have left Washington regulators playing a perpetual game of catch up.
  3. How Does Artificial Intelligence Apply to Fintech? – Artificial Intelligence (AI) is making unending waves, both positive and negative.
  4. Big data touted as next key to unlock fixed-income trading – Data analytics firms could be one of the prime beneficiaries of poor liquidity in fixed-income markets, as investors look for new tools to help them trade bonds in meaningful size.
  5. Sebi issues new framework to deepen corporate bond market – Liquidity in secondary market for corporate bonds will be increased by minimal number of ISINs.
  6. 10 bold predictions about the financial advice industry’s future – InvestmentNews invited its 40 Under 40 winners to a think-tank event in New York in June called “The Future of Our Business by the Future of Our Business,” sponsored by Fidelity Investments.
  7. Muni-Tech And E-Trading: Opportunities And Considerations For Investors – Perhaps proving the law of unintended consequences, the best-ex rule gave a boost to municipal e-trading platforms.
  8. Trading places: How automation technology is changing the trading floor – How technology is fundamentally altering the face of trading against an unconventional market backdrop.
  9. Looking for a bond calculation library? – Qualifying and selecting the right vendor will help to minimize your overhead costs. Check out these important factors to consider before making a decision.
  10. In pursuit of the virtual bond trading assistant.  Amazon provides another tool in the trader’s tool chest that will continue to evolve and grow as the technology matures – just as the computer services that are used today have matured and become ubiquitous.
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Financial Technology Laboratories Unveils Latest Portfolio Modeling and Presentation System for Fixed Income Markets

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Financial advisors to benefit from a consolidated portfolio modeling and presentation application with enhanced solutions via a web-based cloud-hosted platform.

Financial Technology Labs, Inc. (FTLabs), a leading provider of technology solutions for the fixed income securities market, announced today the launch of PortFini, a portfolio modeling and presentation system. PortFini provides clarity to bond investors by presenting a consolidated and simplified view of their portfolio.  It allows financial advisors to analyze a client’s portfolio and illustrate the effects of recommended buy and sell transactions on key portfolio measures such as weighted average yield, duration, convexity, and maturity.

PortFini is the most powerful and proven portfolio modeling and presentation system available in the fixed income market:

  • Web-based interface making it flexible and easy to access from any web browser.
  • Scalable tool to grow with your business.
  • Standards-compliant calculations that provide accurate and consistent results.

Address Many of the Most Critical Key Fixed Income Securities Portfolio Measurements with Sophisticated Reporting Features.

The power of PortFini is in its unique well-designed, accurate, and high-quality portfolio presentation reports so advisors can:

  • Enhance the client’s understanding of their portfolio through a graphical representation of portfolio attributes and summary reports.
  • Customize reports to better meet the information needs and goals of each specific client.
  • Allow easy comparison of taxable and tax-exempt securities based on the client’s specific tax situation.

“PortFini’s collection of accurate and interactive reports has greatly enhanced my business with advisory accounts and fixed-income professionals,” said Carole Smith, Vice President, Alamo Capital Investment Services.

“Our fixed income tools enable us to deliver quantifiable benefits to financial advisors”, said James Rucker, President of FTLabs. “PortFini’s unique presentation and reporting capabilities enable financial advisors to provide clearer guidance to their clients on their fixed income investments.”

For more information on FTLabs PortFini Modeling and Presentation System, please visit https://ftlabs.com/products/portfini/.