Fulcrum Taps BondWave for Serviced Bond Trading Offering

Fulcrum's new service is based on a platform provided by fixed income data and technology vendor Bondwave.

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The new service, dubbed Serviced Bond Solution, allows advisors to offer clients custom bond portfolios based on specific bond types and criteria, and uses Wheaton, Illinois-based fixed income data and software vendor BondWave's underlying technology platform to provide custodian connectivity, overnight monitoring─such as for pending calls or maturities, downgrades, material events, changes in account holding values, and investment policies, among other factors─as well as automated reporting, an