We’ve combined the industry’s best institutional contact and holders data, and BD Advanced’s targeting workflow tools, with the flexibility and convenience of mobile accessibility -- all instantly synched with your web-based BD Advanced account
Know Your Clients and Prospects:
- Get instant access to detailed profiles of prospects and clients, their investment focuses, asset allocation and their cross-asset class holdings
- View an Institution profile insuring the most timely intelligence on your account
- Get quick access to contact profiles.
Identify, Create and Track Your Client Interactions:
- Identify and connect with your clients seamlessly
- Track recent and historical activities undertaken with your accounts
- Get an integrated view of all historical and upcoming activities
Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets.