how we can help

Provide insight into your clients' portfolios to optimize for risk and return. Generate analyses of price, yield, cash flow and market liquidity across any number of portfolios. Customize report books for your firm and publish them efficiently on-demand.


what we offer

Leverage CMS:Portfolio as your firm's white label analytics and reporting framework. Enhance the value you bring your customers by offering industry-leading analytics at a reasonable cost.

Easy Portfolio Import

We make it easy to load and maintain fixed income portfolios. Import positions, transactions, or both, then instantly calculate analytics and generate reports.

Research Service Bureau

We are an extension of your analyst team and will help you consolidate data across multiple sources and fill any gaps. We are a rapid-development shop with very fast turnaround times.

Pre-trade Analytics

Comprehensive what-if analysis of any trade, with detailed impact analyses across risk, return, and cash flows.

Portfolio Analytics

Risk, Return, and Valuation analytics for any portfolio can be generated between any two dates at any interval.

S&P Dow Jones Index Explorer

CMS:Portfolio includes the full family of fixed income indices produced by S&P Dow Jones, the global leader in financial indices.

Rate Shocks

Perform rate shocks, key-rate duration shifts, and other interest-sensitive scenarios against portfolios and individual securities.

White Label Client Reporting

Beautiful fixed income analytics reports in PDF or electronic format, mobile and presentation ready. Drag and drop results into your favorite desktop app.


Do you have a portfolio that you would like to analyze on CMS:Portfolio? We can get you up and running quickly, usually the same day. We are serious about Zero Implementation!