Black Mountain Systems today released Everest 5.0 for Municipal Finance with significant enhancements identified through recent work with Black Mountain System’s major municipal bond portfolio management clients. Everest 5.0 for Municipal Finance is now part of Black Mountain Systems’ best-in-class portfolio, trade order and credit research management solution and will be on display at the upcoming Fifth Annual National Municipal Bond Summit in Ft. Lauderdale, FL on February 24 – 26.
“Our SMA clients have wanted the ability to do trade allocations across 1000s of accounts based on specified asset criteria, and we delivered,” said Wayne Elpus, Co-Founder and CIO at Black Mountain Systems. “In addition, Everest’s latest customizable credit research and approval management tools help municipal finance and mutual fund professionals with better decision making.”
Other key enhancements to help with investment analysis and portfolio reporting needs of clients include commentary and data that can be organized by obligor, workflows that are configurable to unique investment processes, a geographical heat map to visualize exposure by state and county, and integration with government economic and financial data services to cross-reference holdings with BSL or MSRB data and MMD curves or other indices. Black Mountain Systems will have an experienced team at Booth 16 during the conference to provide an overview of Everest 5.0 for Municipal Finance and other solutions from their broad solutions portfolio.