What if you could track RFQs automatically and never miss a great investment opportunity again?
Structured products have long been a vital tool for investors and wealth managers seeking customized investment strategies. However, the traditional process of obtaining prices from issuers and constantly refreshing quotes can be time-consuming, leaving little room for proactive decision-making. The new Watch List feature from Futora changes the game. It automates RFQ tracking, enhances market visibility, and allows wealth managers and traders to act faster and smarter.
The Problem with Traditional RFQ Tracking
- Manual Tracking Challenges: RFQ tracking in structured products has historically been a manual and repetitive task. This process not only takes up valuable time but also limits the ability to make quick decisions, which can be detrimental in fast-moving markets.
- The Risk of Missed Opportunities: Waiting for terms to improve and prices to shift requires constant vigilance. But can wealth managers afford to miss out on favorable terms simply because they didn’t have the right data at the right time?
The Solution — Watch List
What is the Watch List?
The Watch List feature from Futora is designed to eliminate the inefficiencies of manual RFQ tracking. With the Watch List, you can:
- Automate daily RFQ tracking
- View both Sell-Side quotes and the Best Quote on a single screen
- Spot price trends and make decisions in real-time
- How It Works:
Simply add the products you’re monitoring to your Watch List. The system will automatically track RFQs, notify you when the terms are right, and provide you with insights into price trends. Whether you’re pricing or advising a client, the Watch List ensures that you never miss a key pricing opportunity.
Key Benefits of the Watch List
- Faster Decision-Making:
With automated RFQ tracking and real-time notifications, you can act swiftly when the market moves, without needing to refresh quotes manually.
- Improved Market Visibility:
The Watch List offers a comprehensive view of pricing dynamics, comparing Sell-Side quotes and Best Quotes instantly. This visibility allows you to spot trends and pricing shifts before competitors, giving you a market edge.
- Increased Negotiation Power:
Having access to real-time data and trend analysis equips wealth managers with the information they need to negotiate smarter, offering better terms for clients.
- Data-Driven Insights:
Track historical price movements with visual charts, helping you analyze trends over time and predict future movements.
Use Cases and Practical Applications
- For Relationship Managers & Traders:
Gain quick access to market data, making it easier to execute trades and adjust strategies in real-time.
- For Investment Product Specialists:
Identify emerging trends and proactively recommend products that align with market movements.
- For Wealth Managers & Platform Users:
The Watch List offers a holistic view of market pricing, enhancing strategic planning and decision-making for long-term investments.
Why Choose the Watch List?
- The Watch List reduces manual labor, ensuring that your team spends more time focusing on high-value tasks.
- It provides actionable insights that allow wealth managers to negotiate better terms and make informed investment decisions faster.
- The feature is easy to use and is already available on your Futora dashboard.
Final Thoughts
The Watch List feature is a game-changer for wealth managers, traders, and investment professionals. With its ability to automate RFQ tracking, provide market visibility, and offer data-driven insights, the Watch List empowers users to make quicker, smarter decisions. Start using the Watch List today to streamline your structured product trading process and stay ahead of the market.
Start using the Watch List now and take control of your market tracking process.
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