What is BondTable?
BondTable is a data management system for municipal advisors that organizes your information on clients, deal files, employees, and compliance all in one place.
Compliance Automation
BondTable automates your compliance requirements and handles the thinking to keep you compliant without wasting time and effort.
Built With Small Municipal Advisors in Mind
BondTable was made to help all sizes of MA shops including small ones, even single-member LLCs and sole proprietorships. The MSRB wrote the rules with big MA shops in mind, without regard for the daunting administrative burden they place on small municipal advisors. Tip the scales back in your favor through superior data management and automation.
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Single Source of Truth
BondTable helps municipal advisors store and organize information on clients, contacts, deals, bonds, and compliance all in one place, so you don't have to hunt through emails and folders in your G-drive. Get your whole team working in one simple system where all information is centralized, available, and up to date.
Books and Records
BondTable stores information on:
- Employees
- Clients and contacts
- Bonds and CUSIPs
- Written supervisory procedures (G-44)
- Gifts and gratuities (G-20)
- Political contributions (G-37)
- Continuing education requirements and training plans (G-3)
- Deal files and related disclosures (G-42)
- And more!
For more information, drop your email in the fields above or contact jjs10025@stern.nyu.edu
