The tool will deliver users historical deal-based spreads to help in the new-issue market as well as find potential refunding opportunities, said SOLVE's Gregg Bienstock, senior vice president and group head of municipal markets.

Winterstein's firm advises buy-side and sell-side clients on vetting vendors, looking at synergies between different technologies and advising on their product set.

Fredericks will tap her extensive muni market network as SOLVE extends its reach into the muni business.

While the market broadly is still in the early stages of using artificial intelligence, more firms are starting to implement it, panelists said at MuniTech NYC, an event hosted by Munichain and Spline Data that brought together a gathering of technology-focused market participants.

This fiscal 2024 report provides a closer look at the stewardship of our reserve funds and how we plan to allocate technology resources in the year ahead to deliver value to our stakeholders.

In other asset classes, there has been more transparency, activity and efficiency due to electronic trading. The muni market has been behind in realizing how beneficial electronic trading can be, sources said.

Users can choose attributes, like callability or state of issue, to apply to different portfolios. This helps comply with Reg-BI and create investment strategies, the firm said.

The application is a web-based workflow tool that houses data in a centralized location to reduce the need for users to go hunting all over the place for basic information, documents and records.

The technology revolution has tended to favor investors and broker-dealers.

The new video-sharing app will combine social media technology with crowdsourced content to inform on all things investing, says founder Charles Qi.