BD Vision

The only financial CRM on the market designed by Capital Markets professionals for Capital Markets professionals. BD Vision is an enterprise-level Capital Markets CRM platform designed to enhance productivity and effectiveness of institutional sell-side professionals. BD Vision combines our clients proprietary data, the industry leading buy-side content of the Bigdough dataset, and robust CRM functionality to give analysts and salespeople a consolidated view of their universe.

  • Combines state-of-the-art CRM technology with the best multi-asset class institutional contact data, profiles and portfolio holdings data in the industry
  • Tailor-made for Capital Markets professionals with the ability to easily integrate with other platforms and databases, creating a one-stop shop for all of your CRM needs (contacts, event planning, roadshow management, communication, etc)
  • Streamlines communication between research analysts, salespeople and traders through collaborative functionality
  • Manages research subscriptions and distribution using email engine built specifically for sell-side research professionals

BD Advanced

Powered by industry-leading institutional contact data & profiles, Ipreo's BD Advanced platform supports capital markets professionals in their prospecting and account outreach efforts, via a flexible and intuitive interface.

  • Comprehensive multi-asset class contact information, profiles and portfolio holdings data (both equity and fixed-income)
  • Advanced searching and screening functionality for faster access to the clients and prospects that matter most to you
  • The most robust database of hedge fund profiles on the market

Add-on Capabilities

  • BD Mail – Launch and track email marketing campaigns and/or research distribution via BD Mail
  • CRM – Easy-to-use CRM module enables centralized messaging, tracking & list management
  • Profiles – Profiles to help prepare for road shows and meetings
  • Content Sets – Cross-asset equity and fixed-income data covering all regions
  • Axe Management – Fixed-income specific tool to help manage inventory and client inquiries more effectively
  • BD LinkedIn PLUS – Direct access to LinkedIn network profiles as well as relational information displays and additional communication tools

BD Embedded

BD Embedded offers capital markets workflow functionality of Ipreo's BD applications, as well as the full Bigdough institutional database, to be seamlessly integrated with other enterprise-level CRM systems, including Salesforce.com, Microsoft Dynamics, other major CRMs, or a firm's own in-house system.

  • Ipreo's BD applications provide highly flexible, global, multi-asset class platform with advanced analytical and screening capabilities
  • Customizable internal actions are fully incorporated into the BD tools and profiles for seamless integration with your workflow
  • Ability to synchronize the BD data sets with your internal system data and run detailed queries in real-time
  • Our convenient out-of-the-box implementation process does not require any additional hardware or software, saving your firm both time and money