Buying technology can be a relatively safe bet, especially if it comes from an established brand, and it comes with support, maintenance and expertise from vendors. Internally building it allows for exclusivity and a potential competitive advantage.

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.

Upon integration, the Lumesis DIVER product suite will provide additional municipal asset class workflow, analytics related to price transparency, and regulatory-related solutions to SOLVE'S Market Data Platform.

The tool provides summaries of outstanding debt, maturity profiles, and debt service schedules for the entire public finance market and is an outgrowth of the company's legacy Debt Maps.

The Spotlight Dealer Diversity Program, an initiative to highlight firms owned by women, veterans, people with disabilities and individuals of underrepresented racial and ethnic groups, aims to promote them in Tradeweb’s platforms.

The market veteran with more than 30 years of experience will lead the origination of municipal debt on the firm’s blockchain platform.

Technology enables us to be better, smarter, and faster and allows its adopters to focus on more substantive tasks, unearth insightful information and manage human relationships.  

While only 12% to 15% of municipal bond trading volume is performed electronically, various market participants say the time to embrace new technologies is now.

The new relationship allows RIAs to access BondLink's hosted investor relations pages without having to leave InspereX's BondNav platform.

Through BondLink’s new ESG solution, the system provides investors with updates on an ongoing basis — not just at the time of sale — about the projects selected, their progress and any potential impacts.

Recognizing what ESG strategy or product is best suited for a given situation is a crucial first step for the market to establish long-needed standards and guide usage into the effective outcomes participants wish to see.