Solutions · By Role · Credit Analysts
iii. For Credit Analysts

Memo from primary sources.

Issuer profiles can be credit memo starter kits: available debt, ratings, disclosures, and material events retain source and as-of details, while gaps stay labeled unavailable.

i. By Role ii. By Problem · i. Bankers ii. Underwriters iii. Credit iv. Advisors v. Portfolio

One license, not five.

A typical credit analysts desk pays for several overlapping subscriptions. MuniPro consolidates the data, the modeling, and the reporting into a single workspace.

See pricing →
EMMA scraping macros
Moody’s / S&P / Fitch portals (×3)
Internal credit database
Continuing-disclosure email digest
Material-event Slack channel
MuniPro
For Credit Analysts
  • Source and as-of status by record
  • Full BDT option pricing
  • Comp books & templated memos
  • 13F-derived holder analytics
  • API + warehouse export

Every credit analyst’s three pain points.

What you tell us in the demo. What MuniPro does about it.

i.

The Problem

Pulling primary documents from EMMA, agency portals, and issuer sites takes days.

What MuniPro Does

Supported issuer profiles aggregate available filings, ratings reports, OS / POS, and material event notices. Source URLs and as-of details appear when recorded; missing material stays unavailable.

ii.

The Problem

Rating actions and material events are tracked in three places, badly.

What MuniPro Does

One unified watchlist. Rating changes, outlook moves, and EMMA event filings push to your dashboard in real time.

iii.

The Problem

Compliance asks for citations and you have to rebuild the trail.

What MuniPro Does

Figures pulled from supported source-backed records can retain a source document, retrieval date, and versioned snapshot. Figures without lineage require review.

The workflow.

Four moments · One platform
Day 1

Load the issuer

Debt ledger, ratings history, and last 4 quarters of continuing disclosure already on the page.

Day 1

Build the watchlist

Subscribe to material events, rating actions, and peer-issuer moves. Push to email or Slack.

Day 2

Draft the memo

Pull supported figures from the profile. Available citations link to the recorded source filing; missing lineage remains visible for review.

Quarterly

Refresh

When the next CAFR or budget posts, the profile updates and your memo flags variance vs. last cycle.

Get Started

See it on your last deal.

30 minutes. We rebuild your most recent credit analyst workflow live, so you can see exactly what changes.

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