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helping professionals meet dodd frank MSRB FINRA SEA

Whether using DIVER solutions to enhance credit research or to improve compliance across the firm, our offerings are tailored to meet the unique needs of professionals across the fixed income municipal market.

Portfolio & Risk Managers

Leveraging current economic and demographic data, DIVER Analytics helps you gain new insights into portfolio holdings through visualization and analytical tools.

Why Choose DIVER Analytics?

  • Highlight and Manage Risks within Your Portfolios
  • Enhance Credit Research Capabilities
  • Save Time and Money
  • Improve Internal and Client Presentations with Powerful Graphics, Robust Datasets and Comparative Analysis on Holdings

Credit Analysts

Used by credit analysts of leading banks, asset managers, insurance companies, hedge funds and a growing community across firms focused on the Municipal Fixed Income market, DIVER Analytics leverages current economic and demographic data to give new insights into portfolio holdings through visualization and analytical tools.

Why Choose DIVER Analytics?

  • Highlight and Manage Risks within Your Portfolios
  • Enhance Credit Research Capabilities
  • Save Time and Money
  • Improve Internal and Client Presentations with Powerful Graphics, Robust Datasets and Comparative Analysis on Holdings

When supporting the Advisory and Wealth Management networks across your firm, DIVER Advisor is a platform for efficient and effective dissemination of credit research, by CUSIP, directly to the Financial Advisor’s desktop. It also helps drive credit research by providing feedback on activity by the Financial Advisor.

Why Choose DIVER Advisor?

  • Ensure Timely Response to FA Research Requests
  • Reduce Queries by Linking Your Research and Analysis to the CUSIP Accessed by the Advisor
  • Assign Credit Metrics and Data by Sector along with Relevant Issuer-Based Credit Notes
  • Annex Reports and Credit “Alerts”
  • Drive Credit Research – Summary of FA Activity is Delivered Right to You

 DIVER Data Services allows you to access our efficient, in-depth data management, problem-solving and analysis. Eliminate time-intensive data gathering, analysis and research. Leverage our data-gathering and quality-control expertise. DIVER Data Services frees you to focus on credit analysis and portfolio management, and drives better decision-making, client advice and adherence to regulatory requirements.

 Why Choose DIVER Data Services?

  • Access our efficient, in-depth data management, problem-solving and analysis
  • Eliminate time-intensive data gathering, analysis and research
  • Give yourself more time to focus on credit analysis and portfolio management

 


Legal & Compliance Professionals

For institutions subject to the newly amended OCC rules and guidance, DIVER Analytics can support compliance with Dodd Frank 939A and OCC 12 CFR parts 1 and 160. Analysts can leverage the data and tools when measuring credit worthiness of municipal bonds at the time of purchase and while held in the portfolio.

Why Choose DIVER Analytics?

  • Supports Organizational Compliance with Dodd Frank 939A and OCC 12 CFR Parts 1 and 160
  • Provides the Means to Formulate Alternatives to Measure the Credit Worthiness of Municipal Bonds
Legal and compliance professionals can also rely on DIVER Advisor to serve as their technological infrastructure for internal communication as well as delivery of information to retail clients. CUSIP-driven reports ensure the information required by the MSRB, FINRA and SEA is easily accessible, comprehensive and delivered on an auditable platform.

 Why Choose DIVER Advisor?

  • Supports Adherence with FINRA, MSRB, SEC and Internal Reporting Requirements
  • Enables Fact-Based Delivery of Information
  • Provides Comprehensive Backend Tracking for Audit
  • Gives You Central Control of all Credit and Compliance-Related Report Attributes

Financial Advisors & Private Wealth Managers

DIVER Advisor gives you real-time insight to your client’s holdings by bringing alerts and research from your Credit Analyst direct to your desktop in a consolidated view. This solution also helps improve customer satisfaction through timely delivery of easy to access CUSIP-driven reports, which support compliance with the latest regulatory requirements.

Why Choose DIVER Advisor?

  • Increase Customer Satisfaction with Real-Time Alerts on Your Client’s Holdings
    • Rating Changes
    • Critical Issuer Disclosures
    • Market Trade Activity
  • Generate Comprehensive Client-Ready Reports by Simply Entering the CUSIP
  • Ensure Protection through Pre- and “Time of Trade”-Reports Supporting FINRA, MSRB and SEA Mandates