Everyone

Ipreo Holdings LLC

Ice Cream Sandwich

We’ve combined the industry’s best institutional contact and holders data, and BD Advanced's workflow tools, with the flexibility and convenience of mobile accessibility -- all instantly synched with your BD Advanced account 

Know Your Clients and Prospects: 

- Get instant access to detailed profiles of prospects and clients, their investment focuses, asset allocation and their cross-asset class holdings 

- View an Institution or Fund portfolio ensuring the most timely intelligence on your account 

- Identify top holders, buyers, and sellers of any stock or bond 

Make the Right Connections: 

- Identify and connect with your clients seamlessly 

- Quickly pull up the buy-and sell-side professionals that are most relevant to you 

- View previously created contacts lists 

Identify, Create and Track Your Client Interactions 

- Track recent and historical activities undertaken with your accounts 

- Log interactions as they happen 

About Ipreo 

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems,roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive 

institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets.


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