If you buy bonds for your institution…our SBV Portfolio Transparency Tools™ might change the way you do business.
For years, financial institutions have been paying high, hidden commission mark-ups for sub-par investment performance. SB Value uses FinTech and Traditional tools to analyze your fixed income trade flow. This complimentary analysis serves as the basis for potential invitation to the SB Value Transparency Platform – a robust low-cost fixed income platform your institution accesses for a flat-fee.
|Traditional Portfolio Securities Transactions||SB Value Transparency Platform TM|
|Hidden Mark-Ups||No Mark-Ups|
|Incentive Driven Compensation||No Incentive Compensation|
|100% Human||Human Plus FinTech|
“Lack of portfolio transparency and associated hidden bond mark-ups reduce community financial institution profitability and capital levels. In this environment of low interest rates and margin compression, these hidden costs are more onerous than ever, and warrant further scrutiny.”
– Dr. Ed Seifried
“What Do Bond Mark-Ups REALLY Cost Community Financial Institutions?”
White Paper – March 2020