Leverage current economic and demographic data to
gain new insights into portfolio holdings through innovative visualization and analytical tools.
Gain new insights into portfolio holdings through visualization and analytical tools. Disseminate credit research by CUSIP directly to the Financial Advisor’s desktop. Focus credit research based on activity of the Financial Advisors.
Enable your firm to more effectively adhere to regulatory requirements of the MSRB, FINRA, SEC and OCC. Protect from reputational risk through efficient and better control. Execute internal processes through analytical tools and robust technology infrastructure.
Gain real-time insight to your client’s holdings through alerts and research directly from your Credit Analyst in a consolidated view. Improve customer satisfaction with timely delivery of easy to access CUSIP-driven reports, while protecting you and the firm.
Are Munis Really Cheap? ; The Risks of “Free” Community...
Lumesis - January 20, 2015
Should Lower Gas Prices Lead to Higher Gas Taxes? States...
Lumesis - January 12, 2015
New DIVER Geo Scores, New Jersey regions, and NYSTA News
Lumesis - January 5, 2015
Lumesis Inc. Announces Two Key Hires
Lumesis - January 14, 2015
December 2014 DIVER Geo Scores Released
Lumesis - January 6, 2015
White Paper Discussing SEC Next Steps in Muniland featured in...
Lumesis - December 23, 2014