Solutions
CLO & BSL Managers
CLO managers are chasing opportunities against a crowded market. Utilize LevPro's powerful front office tools combined with our native Security Master to gain your edge. Seamlessly connect every team together from Research Teams to Traders to Portfolio Managers to Operations.
New Issue Calendar
- Managed data services by LevPro, enabling you to quickly act on deals
- Integrated RelVal engine allows for quick Comp Analysis
- Automatic LoanXID sync removes the Sec Master bottleneck for trading
Pipeline & Screener Tools
- Add deals to pipeline via one click to quickly initiate research
- User customizable metrics to create a pipeline that's unique to your needs
- Screen for Secondary opportunities across the entire Loans & HY universe using Natural Language Queries
Research Management
- Allows teams to take deals from screening to IC approvals to ongoing monitoring of deals
- Utilize the workflow to upload financials, track commentary, set notifications, store documents, capture data, manage tasks, and define steps
Order & Trade Management
- Leverage LevPro's native SecMaster to seamlessly create Orders and Trades from public identifiers
- Automatically allocate across multiple funds with pre-built methods or roll your own custom
- Streamline operations by publishing transactions to Investment Accounting Systems
- Generate Sell & Buy ideas using LevPro's Optimization Engine
Portfolio Management
- View holdings across multiple portfolios & funds with customizable user-defined views
- Capitalize on opportunities via LevPro's Portfolio Optimizer, Hypos, and Portfolio Modeling tools
- LevPro's native SecMaster allows PMs to quickly construct and model new portfolios
- Comparison tools allow you to track portfolios against the Index
Compliance Management
- Intuitive engine that allows users to define rules and thresholds
- Test concentration limits, asset eligibility, and restricted lists at both the Firm & Fund level
- Take advantage of tests for Pre-Trade, Post-Trade, and Hypo analysis