Start with full bond modeling at no cost — new money, refunding, and financing scenarios included. Add market data, holder analytics, and team features when you're ready.
All plans cancellable at any time · USD · Prices exclude applicable taxes
Comparison
| Feature | Free | Unlimited | Partnership |
|---|---|---|---|
| Bond Modeling (Free) | |||
| New money — Level Debt Service | ✓ | ✓ | ✓ |
| New money — Level Par | ✓ | ✓ | ✓ |
| New money — Wrap-around | ✓ | ✓ | ✓ |
| Capitalized Interest | ✓ | ✓ | ✓ |
| Debt Service Reserve Funds | ✓ | ✓ | ✓ |
| Insurance breakevens | ✓ | ✓ | ✓ |
| Net Debt Service | ✓ | ✓ | ✓ |
| Refunding — Uniform savings | ✓ | ✓ | ✓ |
| Refunding — Proportional savings | ✓ | ✓ | ✓ |
| Refunding — Accelerated savings | ✓ | ✓ | ✓ |
| Refunding — Deferred savings | ✓ | ✓ | ✓ |
| Multi-purpose financing | ✓ | ✓ | ✓ |
| Reports & exports (PDF / Excel) | ✓ | ✓ | ✓ |
| Platform Modules | |||
| Debt Management — portfolio by credit | — | ✓ | ✓ |
| Market Data — live scales, curves, trade tape | — | ✓ | ✓ |
| Option Pricing — BDT binomial tree, OAS | — | ✓ | ✓ |
| Bond Holders — 13F analytics, Q/Q deltas | — | ✓ | ✓ |
| Pricing books — pre/post comparables | — | ✓ | ✓ |
| Continuous refunding monitor | — | ✓ | ✓ |
| Custom Presentations | — | ✓ | ✓ |
| Compliance & disclosure tracking | — | ✓ | ✓ |
| API access & data export | — | ✓ | ✓ |
| Support | |||
| Email support | ✓ | ✓ | ✓ |
| Priority email & phone | — | ✓ | ✓ |
| Dedicated onboarding specialist | — | ✓ | ✓ |
| Unlimited seats | — | ✓ | ✓ |
| White-glove implementation | — | ✓ | ✓ |
| Partnership | |||
| Co-branded issuer profiles | — | — | ✓ |
| Issuer onboarding support | — | — | ✓ |
| Shared issuer analytics | — | — | ✓ |
| Custom training & workshops | — | — | ✓ |
Questions
Get Started
Bond modeling is free. Book a demo to see the full workstation, or reach out about a partnership.