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Increase buy-side market process efficiency and reduce risk with our integration services - DealServices API

The DealServices API integrates our buy-side suite of solutions and third-party systems allowing secure communication of deal terms and execution of fixed income transactions.

Seamlessly integrate between our in-house buy-side suite of solutions and third party systems using our highly secure DealServices API. You can easily consume deal data and allow order placements on our DealMonitor platform, increasing execution efficiency and reducing transactional risk.

Learn more about DealServices API and our suite of fixed income issuance solutions.
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APIs for Deal Terms and Conditions

Connectivity into existing systems and processes allows buy-side market participants to increase efficiency and reduce risk. DealServices API and our integration services allow our systems to communicate with existing in-house buy-side solutions and third-party systems.

Caption: DealServices API allows seamless integration between our buy-side suite of solutions with third-party systems for secure consumption of deal terms and data.

Technical Implementation Overview

The DealMonitor returns terms and conditions data and Publisher messages for investment grade fixed income deals. Queries on DealMonitor return collections of Deal entities. The Deal entity has a Dealld and a DealVersionld, with DealVersionld representing the unique constraint.

Queries on a Dealld can return one or many DealVersionlds, allowing a consumer of the API to reconstruct all terms and messages received through the lifecycle of a given transaction.

A boolean filter parameter "PublisherBestDealVersion" is exposed to facilitate quick access to the best available and most recent terms and conditions as distributed by a Publisher.

The DealMonitor service returns a trailing 2-week date range of DealVersionDates as a proxy for active deals in the market. DealVersionDate behaves similarly to a last modify.

Query parameters for DealVersionDate are exposed for polling, with examples provided below. DealMonitor payload is configurable for XML or JSON response. The service is authenticated with HTTP Basic, Oauth, or SAML, and supports both REST or SOAP-based access.

Products and Solutions

  • IssueNet

    A unique network of member banks linked by web-based technology that synchronizes deal and order book information between syndicate desks.

  • IssueLaunch

    Our deal terms communication tool ensures that banks and all other parties involved can work together in real time to set up deals and communicate the terms to sales, other banks, and investors in an organized, compliant format.
  • IssueBook

    From origination through marketing to book build, allocation, and settlement: IssueBook streamlines and centralizes book building for the fixed income new issuance process.
  • Japanese Dashboard 2.0

    Centralized, auditable platform for Japanese retention transactions, enabling smooth execution of deal communication.

    Japanese Version

  • InvestorAccess / Buyside Services

    Communication of orders between buyside portfolio managers and traders directly via their OMS provider.
  • DealMonitor

    A web portal for buyside investors to view, interact, order, and receive allocations with new issues available in the market.
  • Primary Indication Management (PIM)

    Communication of orders between buyside portfolio managers and traders directly via DealMonitor.
  • DealServices API

    Consume deal data internally
  • FIX Connectivity

    Order placement via FIX for OMS, EMS, & Proprietary Built Systems
  • ComplianceWorkstation / Audit feed

    Monitoring of primary market activity conducted by traders and portfolio managers.
  • IssuerView

    Direct access for the issuing party of a new transaction, showing a live view of the demand for their offering. (Coming soon)

Experts

Nick Hall

Mr. Hall has over 20 years of Financial Services experience, including the last 18 years in the Fixed Income Primary Market. He has a deep knowledge of the primary process and has implemented complex technological solutions, which have transformed the way deals are run in EMEA, APAC and the US.Mr. Hall currently manages the Fixed Income product suite for IHS Markit, which is used by banks, issuers and investors to reduce risk and increase efficiency during the primary issuance process. Last year, the platform supported over $4.3 trillion of new issuance.

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Chris Sztam

With over 25 years of experience, Mr. Sztam is a senior Financial Services Executive specializing in regulatory change initiatives, business model transformation, merger integration and managing large complex teams and projects. He has held senior leadership positions across capital markets, trading, research and operations and strategic planning with firms including Goldman Sachs, Lehman Brothers and Booz Allen Hamilton.Mr. Sztam holds a Bachelor of Science summa cum laude from Fairleigh Dickinson University and an MBA in finance and accounting from the University of Chicago, Booth School of Business, United States. He has held Series 7, 63, 55 and 24 licenses.

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