Buy Side

Integrated tools and services to optimize participation in the new-issue process

Learn more about our exciting, unified suite of products and services for the Buy Side!


Check out the latest video on our newest industry-led initiative, Investor Access!

Capital Markets Solutions

Ipreo provides an integrated set of tools and services to optimize buy side participation in the new issue process. These include the Ipreo Deal Monitor to receive terms and conditions, a Primary Order Management system to aggregate orders for new issues, and a method for submitting electronic orders and receiving allocations for those deals where sell side banks accept such orders.

IPREO DEAL MONITOR – Single dashboard view for all new issuance multi-asset class securities

PRIMARY ORDER MANAGEMENT – Portfolio manager/trader workflow tool to determine demand for new issues

INVESTOR ACCESS – Allows buy side trader to send aggregate IOIs to syndicate members and receive allocations

Corporate Access Solutions

Ipreo leverages its comprehensive institutional and corporate contact and profile database to provide integrated solutions for customer relationship management, event management, and corporate access. With Ipreo solutions, buy side firms have the ability to be notified of upcoming events, request meetings, coordinate attendance, research companies and contacts, record notes, and report on all activities on an individual, team, or enterprise basis.

EVENT TOOLS – Event notification and management tools for conferences, roadshows, and specialized events

                       CRM – The industry’s best source for investor contacts profiles and holdings data

Document Management Solutions

Easy access to deal documents, such as prospectuses, is essential in the investment process and often mandated by regulations. Ipreo hosts a repository for deal and issuer related documents, fully integrated with the Ipreo Deal Monitor. Terms and documents are organized in a single searchable archive.


DOCUMENT SERVICES – A central repository for all deal related document

Integration Services

Ipreo recognizes that connectivity into existing systems and processes allows our clients to increase efficiency and reduce risk. We provide a suite of Integration Services which allow our systems to communicate with existing in-house and third-party systems.

DEAL SERVICES API – API/Data Feed for new issue terms and conditions data

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