Tradeweb Direct

[vc_row content_placement=”top” css=”.vc_custom_1502921076505{margin-top: -15px !important;}”][vc_column][vc_text_separator title=”Technology Providers (Platform Innovation, Portfolio Management)”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_row_inner][vc_column_inner width=”1/3″][vc_single_image image=”11278″ img_size=”full” alignment=”center”][/vc_column_inner][vc_column_inner width=”2/3″][vc_column_text]Tradeweb Direct is the retail fixed income division of Tradeweb Markets, a premier source for the fixed income security needs for the buy-side, broker-dealers, financial advisors, traders and middle market investors. Tradeweb Direct delivers access to real-time inventory, competitive pricing, leading operational infrastructure, and streamlined post-trade processing. Comprehensive integration with internal and third-party systems provides clients with seamless connectivity, order validation and post-trade execution. Paired with enhanced portfolio management solutions, Tradeweb Direct helps the retail trading community maximize efficiency, achieve best execution and improve overall performance. With a liquidity network of 200+ broker dealers offering 225K+ live executable markets representing 86K+ unique CUSIPs daily, Tradeweb Direct facilitates 1 in 5 municipal trades reported to the MSRB and 1 in 7 corporate trades reported to TRACE.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Initiative” title_align=”separator_align_left”][vc_tta_tour controls_size=”md” active_section=”1″][vc_tta_section title=”Technology Providers (Platform Innovation)” tab_id=”1506965002681-dd3a29e9-13f6″][vc_cta h2=”” shape=”square”]

Portfolio Solutions

Portfolio Solutions (PS) is a comprehensive set of fixed income analytic tools that helps firms and advisors manage portfolios and evaluate risk. It is fully integrated with Tradeweb Direct ’ s advisor and trader workstations and is scalable to address the varying needs of buy-side and sell-side professionals.

Pairing robust fixed income analytics with seamless integration to deep executable liquidity, PS provides financial advisors with an intuitive set of features to efficiently manage their fixed income book of business. It allows advisors to view investor accounts and generate customized client- facing portfolio review reports choosing from 50+ types of analysis.

Advisors can also search for holdings or accounts using over 100 criteria (maturity, issuer, sector, rating), create held-away portfolios, construct proposed trade /swap analysis using live market pricing, and execute directly from an account or proposal. Strategy desks can efficiently identify, create, and scale the distribution of a rebalancing or new investment trade idea to holders and/or buyers of those securities allowing the advisor to receive live, actionable trade opportunities to present to clients.

Usage

The number of retail client accounts increased from 700,000 in April 2016 to 2.5 million in April 2017

Individual fixed income holdings monitored through the platform grew 200% from $750 billion in 2016 to $2.25 trillion in 2017

There are approximately 40,000 users currently live on Portfolio Solutions. It is on the desktop of every financial advisor at UBS, JP Morgan, Stifel Nicholas, RBC, Raymond      James, BBNT, RW Baird, and a limited number of users at over 60 other firms. It is currently in the pre-rollout/pilot stage at Morgan Stanley, Wells Fargo, Ameriprise Financial, Vanguard, and Fidelity.[/vc_cta][/vc_tta_section][vc_tta_section title=”Technology Providers (Portfolio Management)” tab_id=”1506965002737-8f5aac44-0d08″][vc_cta h2=”” shape=”square”]

Portfolio Solutions

Portfolio Solutions (PS) is a comprehensive set of fixed income analytic tools that helps firms and advisors manage portfolios and evaluate risk. It is fully integrated with Tradeweb Direct ’ s advisor and trader workstations and is scalable to address the varying needs of buy-side and sell-side professionals.

Pairing robust fixed income analytics with seamless integration to deep executable liquidity, PS provides financial advisors with an intuitive set of features to efficiently manage their fixed income book of business. It allows advisors to view investor accounts and generate customized client- facing portfolio review reports choosing from 50+ types of analysis.

Advisors can also search for holdings or accounts using over 100 criteria (maturity, issuer, sector, rating), create held-away portfolios, construct proposed trade /swap analysis using live market pricing, and execute directly from an account or proposal. Strategy desks can efficiently identify, create, and scale the distribution of a rebalancing or new investment trade idea to holders and/or buyers of those securities allowing the advisor to receive live, actionable trade opportunities to present to clients.

Usage

The number of retail client accounts increased from 700,000 in April 2016 to 2.5 million in April 2017

Individual fixed income holdings monitored through the platform grew 200% from $750 billion in 2016 to $2.25 trillion in 2017

There are approximately 40,000 users currently live on Portfolio Solutions. It is on the desktop of every financial advisor at UBS, JP Morgan, Stifel Nicholas, RBC, Raymond      James, BBNT, RW Baird, and a limited number of users at over 60 other firms. It is currently in the pre-rollout/pilot stage at Morgan Stanley, Wells Fargo, Ameriprise Financial, Vanguard, and Fidelity.[/vc_cta][/vc_tta_section][/vc_tta_tour][vc_text_separator title=”Category Finalists” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (Platform Innovation)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″][vc_column_text]Technology Providers (Portfolio Management)

[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”1/3″][vc_text_separator title=”Key Business Leader” title_align=”separator_align_left”][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]John Cahalane
Managing Director, Head of Tradeweb Direct[/vc_column_text][vc_raw_html]JTNDYSUyMGNsYXNzJTNEJTIyYnRuJTIwYnRuLWJsb2NrJTIwYnRuLXNtJTIwYnRuLXByaW1hcnklMjIlMjBzdHlsZSUzRCUyMm1hcmdpbi1ib3R0b20lM0ElMjAxNXB4JTNCJTIyJTIwaHJlZiUzRCUyMmh0dHAlM0ElMkYlMkZ3d3cudHJhZGV3ZWIuY29tJTJGUmV0YWlsJTJGJTIyJTIwdGFyZ2V0JTNEJTIyX2JsYW5rJTIyJTNFVmlzaXQlMjBXZWJzaXRlJTNDJTJGYSUzRQ==[/vc_raw_html][/vc_column_inner][vc_column_inner width=”1/2″][vc_single_image image=”11293″ img_size=”full” style=”vc_box_shadow_border”][/vc_column_inner][/vc_row_inner][vc_text_separator title=”Browse All Finalists” title_align=”separator_align_left”][vc_tta_tour style=”modern” shape=”square” alignment=”center” active_section=”1″][vc_tta_section title=”A-C” tab_id=”1501529467684-1f0261dd-0bb8″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”D-F” tab_id=”1501530807520-dd7a0d30-feae”][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”G-I” tab_id=”1501530819532-8dd13cf8-d1c2″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”J-L” tab_id=”1501530850723-40988553-31c3″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”M-O” tab_id=”1501530853167-45b64884-4e50″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”P-R” tab_id=”1501530856286-7c959001-be66″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”S-U” tab_id=”1501530859072-008d7e9e-00b5″][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”V-X” tab_id=”1501530862019-488cf0c4-303f”][vc_column_text]

[/vc_column_text][/vc_tta_section][vc_tta_section title=”0-9″ tab_id=”1501529467658-32350450-b532″][vc_column_text]

[/vc_column_text][/vc_tta_section][/vc_tta_tour][vc_empty_space height=”15px”][/vc_column][/vc_row][vc_row][vc_column][vc_separator][/vc_column][/vc_row][vc_row][vc_column][vc_raw_html]JTNDYSUyMGNsYXNzJTNEJTIyYnRuJTIwYnRuLWJsb2NrJTIwYnRuLWxnJTIwYnRuLXByaW1hcnklMjIlMjBzdHlsZSUzRCUyMm1hcmdpbi1ib3R0b20lM0ElMjAxNXB4JTNCJTIyJTIwaHJlZiUzRCUyMiUyRjIwMTctYXdhcmQtZmluYWxpc3RzJTJGJTIyJTNFQmFjayUyMHRvJTIwRmluYWxpc3RzJTIwUGFnZSUzQyUyRmElM0U=[/vc_raw_html][/vc_column][/vc_row]