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Manage and streamline entire fixed income new issue processes - IssueBook

A comprehensive online application that simplifies workflows, enables management of multiple and concurrent deals, as well as connect all permissioned internal participants in the new issue process.

IssueBook is an all-in-one solution for banks. It simplifies workflows, and allows easy management of multiple and concurrent deals, while making communication and connection between all permissioned internal participants in the new issue process secure and smooth.

IssueBook is built for:

Investment Banks

From origination through marketing to bookbuild, allocation, and settlement: IssueBook streamlines and centralizes the fixed income new issue process.

Primary order management can be complex, especially on multitranche global executions. Bank salespersons and investors are directly entering orders at a rapid pace. 

Strict intraday deadlines increase the pressure to aggregate orders and accurately distribute allocations. From order taking to trade booking and final settlement of fees, these sensitive workflows must all meet the highest of regulatory and compliance standards.

IssueBook is an all-in-one solution that allows banks to simplify workflows, manage multiple and concurrent deals, and connect all permissioned internal participants in the new issue process. 

The platform enables users to specify deal terms, communicate these terms to other participating banks, bookbuild and allocate order books, automatically book trades, and finally settle transactions. 

IssueBook can execute multiple deals concurrently, manage duplicate orders, grant fine-grained user permissions, export order data, and perform order book analysis. 

It is also seamlessly integrated with IssueNet and IssueLaunch, allowing for broader communication and cooperation between the entire syndicate, the issuer, and investors globally.

Bookbuilding
With an user-friendly interface, users can enter multiple indications quickly, upload and distribute documents, instantaneously communicate allocations, as well as manage multitranche and multi-currency deals in real-time. 

The flexible coverage model allows banks to grant users from multiple locations and business lines permission to participate in deals.

Order Aggregation
IssueBook accepts orders from internal syndicate and sales team members as well as from other deal participants and investors via integrations with IssueNet and InvestorAccess.

Compliance
IssueBook helps banks ensure compliance with key auditing regulations, including MiFID II and GDPR. In addition, it acts as a central repository for reporting across regions/ investors/ products.

Straight-through processing
IssueBook efficiently processes trades, resulting in fewer broken trades and faster transaction settlement. 

The platform can also generate trade records and other data needed for downstream processing as well as allow for bulk updates to fields on multiple orders.


KEY STATS

135+

Global representation by Investment Banks

24/7

Full support and monitoring

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)

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