A broker dealer wants to streamline and automate the management of their buy-side syndication activities to allow individual institutional investors the ability to place bids on assets available from various auction environments.
We build a custom portal environment enabling the broker dealer to present assets available for bid, along with features to power the buy side syndicate purchasing and management. We build branded portal environments for the broker dealer to offer to their clients while integrating key data with internal workflows. We also make data available via API to the buyer syndication participants about their discreet activities.
This approach saves significant time and administrative overhead while improving investor experience through the self serve portal environment.