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MuniManager is a comprehensive system designed for Broker-Dealers, Trustees and Institutional Investors. The system combines Trust Creation and Management with credit analytics, and monitoring tools designed to save time collecting and fielding data, identifying trading opportunities, assessing credit risk, and organizing historical credit reviews and ratings specifically with Munis in mind.
It is a user friendly interface customized to the client’s specifications, allows traders to create new trusts, maintain existing ones, controllers to generate daily, weekly and monthly P&L, Auditors to view a history of edits by user, trust and dates, Operations personnel to add, edit and maintain users accounts and permissions.
The system is integrated with a number of upstream and downstream applications on the client side. A number of processes related to book keeping, general ledger, accounting and financial controls are being seamlessly handled through these integrated applications.
The Solution suite encompasses all the tools required for end-to-end management of a bank's Muni portfolios across Front, Middle and Back office.
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