Finoco AI for Wealth Advisors
Institutional-grade credit research for every bond you recommend.
Illustrative data
Every bond you recommend needs a credit view
Clients hold many issuers, and each recommendation needs research you can stand behind.
- 01
Research is hard to scale
Each issuer’s offer documents, results and rating rationale have to be read before it reaches a client.
- 02
Rating changes need tracing
A rating action has to be traced to every client portfolio that holds the bond.
- 03
Client notes are written by hand
Turning research into a clear client note takes time away from clients.
- 01
Ingest
Offer documents, results, disclosures and rating rationales, matched to each ISIN.
- 02
Verify
Every extracted number carries a citation to the page it came from, so an analyst can check it.
- 03
Standardise
Issuer financials mapped to one template, so bonds compare like for like.
- 04
Analyse
Issuer views, alerts and reports you can export for clients.
Across the life of a recommendation
From the first screen to maturity, each stage has a Finoco product that does the work.
- 01
Screening
Look up any listed INR bond by rating, issue size, coupon and maturity.
- 02
Issuer research
Read offer documents, results and the latest rating rationale together, with every figure cited.
- 03
Recommendation
Test the bond under rate and spread scenarios before it goes to clients.
- 04
Monitoring
Watch rating changes and spread widening on every bond your clients hold.
- 05
Maturity
Follow coupons and redemptions on each bond through to maturity.
- 06
Governance
Every user action is recorded in an audit trail, and access to each fund and deal is set by role.
What advisory teams do with Finoco
Issuer and bond research
Form a credit view on any issuer or bond, with every figure linked to its source.
Credit ResearchRating and spread alerts
Get a daily summary of rating actions and spread widening on the bonds you cover.
Horizon ScanningRating rationale summaries
Get each rationale’s action, key drivers and triggers in one read.
AgentsYield and spread comparison
Compare yields and spreads over government bonds across the bonds you recommend.
Credit ResearchClient-ready reports
Export research to PDF, Word or PowerPoint for client conversations.
Credit ResearchRate scenarios
See how a rate or spread move would reprice the bonds your clients hold.
Simulations
Rating actions on every bond you recommend
Finoco watches each bond on your list for rating changes and spread widening, and reads the latest rating rationale for the drivers and triggers behind each action.
- Rating changes detected on each watched ISIN
- Spread widening and yield alerts in a daily summary
- Rationale summaries with key drivers and triggers
Illustrative data
Asset classes advisors work in with Finoco
Research you can cite, for listed and structured credit.
Governed, private deployment
Finoco runs in your existing cloud environment, processes data in your region, never trains on it, and records every action.