Institutional investors and underwriters involved in the primary issuance process.

INVESTOR PROFILE:

  • Currently active in Investment Grade Primary New Issuance

  • Active relationships with underwriters on the DirectBooks platform

 

Computer Office Work
Business Meeting

ONBOARDING STEPS:

  • Execute a User Agreement ​

  • Work with DirectBooks Client Services and OMS Client Services teams (when applicable) to set up user access and enablement

  • Participate in a demo and review of technical specifications

  • DirectBooks offers end user training