Online Bond Trading Platform
Catalyst’s Online Bond Trading Platform brings together curated bond offerings, advanced analytics, and real-time market access, giving portfolio managers a future-ready solution.
Designed exclusively for the credit union industry, the platform highlights internal offerings vetted for regulatory suitability, delivers seamless online order entry, and integrates broker support for added oversight. The result: a more intelligent, secure way to identify opportunities, evaluate risk and execute trades with full transparency.
Faster, smarter fixed-income trading that enhances your investment process while supporting examiner-ready documentation requirements.
- Curated internal offerings specifically vetted for credit union suitability
- Access to a deep and diiverse range of fixed-income products: Treasuries, agencies, corporates and mortgage-backed securities
- User-friendly interface modeled after familiar online trading systems
- Single Sign-On for seamless access
- Real-time analytics for pre- and post-purchase due diligence
- Live pricing for Treasuries and select agency bonds
- Request-for-offer pricing for more complex securities
- Broker review on every trade for added oversight and accuracy
Catalyst's online platform is designed to simplify the complexities of the fixed-income market by bringing every key workflow together, from evaluation to execution to documentation.
- Curated internal offerings: Access Catalyst-reviewed securities chosen with credit union portfolio needs and regulatory requirements in mind.
- Expansive market access: Search a broad inventory of fixed-income securities, ensuring you can identify the right investment for evolving market conditions.
- Real-time analytics: Evaluate price volatility, projected cash flows, yield metrics, and risk data – all integrated directly into the trade ticket.
- Built-In Oversight: Every transaction is reviewed by Catalyst's trading desk, providing an additional safeguard to support secure, suitable execution.
- Flexible pricing options:
- Live pricing for straightforward securities
- Rapid request-for-offer workflows for mortgage-backed and other complex products
Catalyst brings decades of credit-union-focused expertise to fixed-income strategy and execution. But great technology is just the beginning. Our platform is rooted in a deep understanding of regulatory expectations, investment suitability and portfolio strategy, ensuring your credit union gets more than a trading tool; you get a trusted partner.
From implementation to ongoing support, Catalyst helps your investment team harness a platform designed to strengthen performance, enhance documentation, and simplify examiner reviews.
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Important Disclosure:
All securities are offered through CU Investment Solutions, LLC. (ISI). The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.
