Purple City

Underwriters and investors can access DirectBooks through both a secure web-delivered application and FIX API connectivity, allowing users to integrate the platform with their order management systems or proprietary technologies.

UNDERWRITERS CAN:

  • Set up new deals with associated tranches

 

  • Agree to terms with other syndicate members

 

  • Send deal announcements and updates to investors

 

  • Manage allocation messages

 

  • Add deal documentation

 

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INVESTORS CAN:

  • View a centrally aggregated deal calendar of primary issuance

  • Consume a standardized set of terms and documents for all transactions

  • Get real-time update details including guidance and pricing in a single dashboard

 

  • Improve order management via quick order entry and master order dashboard functionality

  • Reallocate time from mechanics (manual input) to analysis