Capital Management Sciences
For over twenty years, CMS has been recognized as the leader in fixed income analytical software with over 500 institutional investor clients in the U.S. Long known for BondEdge, CMS is considered an independent source of research, analytics and valuation tools. CMS is a division of Data Broadcasting Corporation (Nasdaq: DBCC), a leading provider of real-time market data, stock quotes, and financial news and information delivered via the Internet.
Company Executive Team:
Laurie Adami, President
Sonia Dixon, Sr. Vice President, Client Services
Teri Geske, Sr. Vice President, Product Development
William Burns, Vice President, Quantitative Research
Company Financial Performance:
CMS has enjoyed a steady annual growth rate of 25%.
Product Name & Description:
BondEdge delivers a Y2K compliant system built on a Windows platform that will handle your needs today and well into the future. BondEdge offers everything you need to manage your portfolios, optimize total return, manage cashflows, measure performance and safeguard against compliance violations. BondEdge is recognized as the industry standard when it comes to fixed income portfolio analytics.
Product Price Range:
Varies by subscription.
Our client base includes over 500 leading investment management firms, mutual funds, trust banks, insurance companies, commercial banks, pension funds and broker dealers.
Data providers, portfolio accounting software vendors
Customer Support Provided:
Full system support is provided to all clients. Installation, implementation, training, and consulting is fully supported by CMS sales consultants, consultants, and client services group. In addition, yearly workshops provide clients with an opportunity to see the latest product enhancements and to interact with other clients. CMS also offers fixed income seminars with presentations by leading investment professionals.
Upcoming Product Developments / Product Releases:
Several new Compliance enhancements provide greater flexibility and detailed reporting both at the security level and the portfolio level. The module accommodates sector constraints, exposure limits by issuer, quality ratings, pre-trade compliance checks, and exceptions reports. Canadian BondEdge to be released September 30, 1999 in partnership with RBC Dominion Securities. Provides portfolio analytics for buyside institutions in Canada with data and index information provided by RBC DS.