Perform FSD

Indispensable solutions to capitalize on trading opportunities

With more than 6,000 portfolios, a powerful search engine, and comprehensive trade details, Perform For Securities Dealers (Perform FSD) is the must-have system that offers transformative possibilities for your sales and trading desk. 

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Accelerated growth of trade volumes

Perform FSD delivers exceptional sales coverage by empowering users to customize offerings based on specific portfolio requirements.

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Database of Buy-Side Holdings

Portfolios are aggregated into one consistent database to efficiently disseminate bond holding information to the entire desk and exceed their sales targets.

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New Trading Opportunities

Sales and trading oriented reports provide essential information for identifying trade ideas and holders, running inquiries, and discovering prospects.

Movement and Trend Analysis

Change Reports reflect recent trades as their portfolios update, providing insight into what trades your clients are doing.

Database of Fixed-Income Portfolios

Multiple sources consolidate customer portfolios

A single source for client portfolios, compiled from databases, spreadsheets, and other documents, means that both trading and sales see the whole picture and collaborate more effectively. 

Reports for the Sell Side

Existing relationships are strengthened while new ones are cultivated

Canned and custom reports, designed specifically for sales specialists and trading to find trade opportunities, show tax-loss swaps, bonds that cross, matchers to your inventory, and portfolio changes. 

Advanced Portfolio Analysis

Deeper understanding of customer needs and emerging trends

Quickly identify portfolio structure, holding exposure, and trading patterns by portfolio or firm to concentrate on efficient buying and selling.

Tools for Research Analysts

Comprehensive credit data and credit research enhance decision-making

When integrated with CreditScope, users gain access to MerrittResearch’s extensive credit data and research, gaining valuable insights for more informed credit risk analysis.

Uncover New Trading Opportunities

Discover and capitalize on missed trade opportunities to maximize your desk’s potential.