Pershing Offers New Analytical Tools

Pershing LLC has launched a program through which its fixed-income specialists will help investment professionals and independent RIAs analyze their clients' fixed-income holdings and take action when necessary.
Through Fixed Income Portfolio Solutions, Pershing's team of fixed-income specialists utilize scalable, automated tools to provide customers with client-specific fixed-income support, customized model-based portfolio ideas, trade opportunity mining, graphical proposals and timely analysis. The service is available to introducing broker-dealer firms through Pershing LLC and to RIAs through Pershing's affiliate, Pershing Advisor Solutions LLC.
Fixed Income Portfolio Solutions also provides:
Alerts to advisors when changes occur in a client's fixed-income portfolio due to corporate action, bond-rating changes or bonds maturing, and gives alternatives for replacing bonds.
Reports on itemized holdings and cash flow, shock analysis, new cash proposals and repositioning proposals.
Tax-swap analysis that considers the alternative minimum tax, out-of-state municipal bonds and pre-refunded municipal bonds.
The ability to rebalance customized portfolios using proprietary models.
"As a leading provider of an extensive range of trading services to the global capital markets, we are committed to developing and delivering best-of-breed products and solutions," says Craig Messinger, Pershing managing director of trading services. "The suite of capabilities and resources offered through Fixed Income Portfolio Solutions will provide investment professionals and RIAs with innovative tools and analytics to help them manage their clients' fixed-income holdings and portfolios more efficiently and effectively."

Renaissance Capital Launches IPO Index
Renaissance Capital LLC has introduced the Renaissance IPO Index designed to capture a majority of all investable IPO activity and performance. The Index uses float adjusted shares and a rolling two-year population of IPOs starting from the first day of trading.
It includes all institutionally investable U.S.-listed IPOs, thereby capturing more than 95% of the total market value of IPOs. For more information, visit or contact Melinda Staab at (973) 400-1341 or mailto:[email protected].
Restricted Stock
Platform Planned
Restricted Stock Partners has obtained funding through Pequot Ventures to help launch a proprietary electronic trading platform for the Restricted Securities Trading Network (RSTN), a marketplace for restricted and other illiquid securities. The network is now in the testing stage and is scheduled to be unveiled later this year.
The conversion of RSTN to an electronic platform is designed to foster faster growth in the private transaction market. Information
on the network can be found at

Partnership Provides Retirement Income Plans
The National Association of Personal Financial Advisors (NAPFA) and Hueler Companies are partnering to make Hueler's Income Solutions Platform available to fee-only financial advisors who are NAPFA members.
Income Solutions, an institutionally priced, Web-based annuity purchase platform for IRA rollover assets, was previously available through retirement plan administrators and plan sponsors. For more information, contact NAPFA CEO Ellen Turf at 800-366-2732 or mailto:[email protected].

Jackson Living Benefits Program Explained
Jackson National Life Insurance Co. has created a Web-based sales tool to help Jackson representatives compare the company's living benefits packages that are included in Jackson variable annuities.
The Living Benefits Selection Center allows representatives to compare Jackson's seven optional living benefits side by side and provides multimedia presentations and fact sheets to help clients select an appropriate benefits package. Information about the Living Benefits Selection Center can be found at

Document Firm Digitalizes Handwriting
Laserfiche, a document management firm, has partnered with Ruby Digital Inc. to include Ruby's program to digitalize handwriting in its products offered for documents. Ruby Digital specializes in providing technology for the financial services industry.
Ruby is joining the Laserfiche Professional Developer Partnership, which now includes the digital pen and paper technology, Digital Paperwork, as one of its products. Information on the partnership program can be found at