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.


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