Resources and support to help you grow your practice

Portfolio Analytics

Portfolio Analytics

AAM builds bond portfolios providing review and analysis in a customized report.

Dashboard

Advisor Dashboard

Security-level monitoring
and timely alerts of known positions.

Web Resources

Inventory & Web Tools

Full bond market access with ability to place orders and generate reports.

Sales & Trading

Sales & Trading

Comprehensive sales and trading support catered around your portfolio needs.

Request a portfolio review

Portfolio Analytics

AAM helps advisors demonstrate their value by reviewing fixed income positions and offering suggestions based on the specified objectives and risk tolerance criteria. From new portfolio construction to existing portfolio reviews and tune-ups, AAM offers timely buy and sell ideas presented in a customized, private-labeled report.

Prepare for your next client meeting by requesting a Fixed Income Portfolio Scenario Report.

  • New portfolio construction and bond proposals
  • Existing portfolio reviews and tune-ups
  • Timely buy/sell scenarios
  • Bond and tax swap idea generation
  • Advice and market context
  • Fair and reasonable execution

Advisors can also request a Cash Flow Report, which is a brief portfolio snapshot outlining future income opportunities generated from scheduled coupon payments and maturities, or a simple Quick List, which is a general bond list with basic portfolio details.

Advisor Dashboard

AAM’s Advisor Dashboard offers real-time monitoring of known bond positions and security-level alerts. Identify upcoming maturities using our Pipeline Report and stay on top of security developments that can affect portfolios using Monitored Portfolio Solutions (MPS). MPS provides advisors with a 30-day notice of material events, including:

  • Maturing bonds
  • Rating changes
  • Full or partial call notices
  • CUSIP changes
  • Corporate actions
  • Significant price fluctuations

MPS automatically monitors material events based on comprehensive market and securities data from leading independent sources. Search alerts by security or account daily by logging in to AAMLive.

Request a login
Dashboard

For illustrative purposes only.

Bond Inventory
Request a login

Online Inventory & Web Tools

Login to AAMLive to access all types of fixed income securities. Advisors can search more than 100,000 live bond offerings from all major ECNs* as well as AAM’s inventory and direct feeds from some of the largest institutional desks on the Street. Intuitive search features and bond details help advisors narrow their search to find investments that fit individual portfolio needs.

Advisors can also generate and save Cash Flow Reports and Quick Lists OnDemand, with the ability to refresh pricing and bond details as needed.

Online Order Entry (OOE) capabilities and Straight-Through Processing (STP) efficiencies with the largest clearing firms accommodate efficient trade execution, timely reporting and bond delivery.
For RIAs and Hybrids, AAM has the ability to trade-away via DVP (delivery versus payment) and prime brokerage with most custodians.

*ECNs - Exchange Traded Networks

Sales & Trading Support

With more than 45 years in the fixed income markets, AAM has extensive experience with various economic cycles and is well-equipped to help you navigate the fixed income markets.

AAM Sales

Comprehensive Sales Support

Our knowledgeable sales team is committed to providing quality interactions and investments that are in the best interest of investors. AAM Advisory Consultants can help advisors make informed investment decisions by providing insight and market context.

Have specific inquiries? Send us open inquiries and/or specific product needs and AAM will send you inventory opportunities and sales ideas that fit your criteria. Click here to submit

AAM's Trading Desk Advantage

Specializing in specific bond types and sectors, AAM’s Trading Desk utilizes sophisticated technology and decades of experience to help identify market opportunities and assist with trade execution. With expertise in origination and execution, we offer well-vetted, quality investment solutions designed to deliver the most appropriate solution based on investor objectives.

Let's connect!

Interested in learning more about
AAM's portfolio resources?

Send us a message or call

(888) 969-2663