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CBXmarket, a portfolio management platform for fixed income investment professionals, has won the 2018 WealthManagement.com Industry Award in the Technology Disruptor category.
CBXmarket was named Technology Disruptor of the Year for bringing access and transparency to the fixed income markets. CBXmarket set out to empower investment managers by developing innovative portfolio management tools that enable them to deliver better results for their clients.
Historically, disjointed technology systems created redundancies and data issues for investment managers across the fixed income industry. CBXmarket has set itself apart by building advanced tools that address operational inefficiencies and accommodate the user’s workflow.
CBXmarket’s front-to-back portfolio management system eliminates the need for multiple desktop applications through a streamlined interface. The cloud-based system is constantly evolving to address clients’ needs while easily integrating with other investment technology systems. A comprehensive suite of tools enables investment managers to efficiently monitor portfolios, identify investment opportunities, perform rebalancing and optimizations, and provide client-ready reporting.
“We believe that we have a unique approach to addressing our clients’ technology needs.” said Erik Zoega, CEO of CBXmarket. “As the financial services industry continues to look to start-up firms to tackle legacy problems, being named disruptive means that you need to truly be leading innovation in your sector. It means a lot to have our peers recognize what we are doing.”
Out of 39 nominees, the panel of expert judges recognized CBXmarket as providing an innovative solution, addressing fragmented workflows via a powerful and intuitive platform.
Now in its fourth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies and organizations that support financial advisor success.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms like CBXmarket, that serve the final advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com. “Congratulations to this year’s winners, we look forward to seeing you next year.”
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. Learn more about the WealthManagement Industry Awards here: https://events.wealthmanagement.com/about
About Informa
WealthManagement.com is part of Informa, the international business intelligence, academic publishing, and knowledge and events group. Informa serves commercial, professional and academic communities, helping them connect and learn, and creating and providing access to content and intelligence that helps people and businesses work smarter and make better decisions faster.
Informa has over 7,500 colleagues in more than 20 countries and a presence in all major geographies. It is listed on the London Stock Exchange and is a member of the FTSE 100.
About CBXmarket
CBXmarket develops cloud-based financial technology solutions for investment professionals.
CBXmarket’s OASIS allows fixed income investors to focus their time on alpha-generating initiatives. The combination of intuitive interfaces and powerful optimization techniques enables OASIS to streamline time-intensive portfolio management workflows. The system spans idea generation, decision support, risk management and compliance and integrates with custodial and execution partners to deliver seamless, straight-through processing.
OASIS optimization algorithms enhance investment outcomes and allocation decisions by proposing best-fit trades for portfolio construction and rebalancing. The platform allows investment managers to access granular security- and portfolio-level analytics, monitor holdings and perform detailed scenario analysis.
The team combines industry expertise with the brightest minds in software engineering to deliver cutting edge cloud technology that automates and streamlines the investment process.
