A healthy and thriving public finance practice, whether dealer or advisor, requires staying on top of clients’ refinancing opportunities. And with roughly half a million fixed-rate, callable, unrefunded securities outstanding from over 50,000 municipal issuers, this can be an expensive and time-consuming challenge.
RefundPro with PowerPoint® Integration completely automates the process of tracking refunding numbers from gathering bond terms, correcting outstanding amounts and even advance refundability percentages from your data provider, to running per bond refunding screens, to generating deal-level cash flows.
RefundPro emails your selected reports and results to issuer coverage teams while populating a complete directory structure with files of reports, Structure™ models for deal tweaking and—new for 2015b—first draft PowerPoint presentations, using your corporate template, complete with debt service and savings graphs and associated text.
Start focusing on high value activities for your clients and targets; RefundPro will handle the rest.