AssetView FixedFlow

included in your Assetview subscription

Manage your Fixed Income Assets

structured data to see flow across brokerages

AssetView Fixed Income

Aggregated view
positions in the same fixed income across brokerages
Structured views
to easily assess staggered maturities and situational yields
Comparative scenarios
for tax outcomes
Integration
manage fixed income assets alongside illiquid assets such as real estate and private funds
Powerful slicing
analyze a multitude of aspects such as risk level, geographical diversification, and sector dispersion
Performance normalized
for apples-to-apples comparison to other asset classes

a clear aggregated vision and analytics enable you to optimize risk-reward

Clarity

know your aggregated holdings across brokerages

Updates automatically

net worth and holdings update automatically as new financial data arrives

Comfort and Confidence

accurately evaluate risk-reward and plan for structured flows

Private, low cost, unified, powerful, insightful - a must have to plan your best financial future