FinBlaze Upgraded with POT List Management Capabilities 

Fairfield, NJ, July 15, 2024 – DeltaBlaze, a fintech firm focused on workflow management for MBS & ABS Sales & Trading desks, has announced an upgrade to its FinBlaze platform. Released today, FinBlaze users can now manage their full array of POT Lists directly in the FinBlaze application. 

In the MBS/ABS space, a “POT List” (also known as an order book) is a centralized record of investor interest and orders for the marketing and sale of new issue bonds. This system allows the lead manager to see the full demand picture and allocate bonds more efficiently and fairly across investors. 

FinBlaze users now have the ability to denote which deals & tranches were bought, and by which clients. Detailed information for each client can be stored, such as the amount they were allocated, the amount they originally requested, and the spread at which they bought the tranche. 

“Our platform can now amplify client data for the user by providing matchers whenever a bond from a POT List appears on a BWIC, or in any client messages,” said DeltaBlaze CTO, John Reed. “Once POT Lists are being tracked in the application, FinBlaze users have the capability to see whenever this deal shows up in activity, as well as which clients may be interested buyers.” 

ABOUT DELTABLAZE 

Founded in 2011, DeltaBlaze is a New Jersey-based fintech firm the provides specialized products for end-to-end proprietary data and workflow management for MBS/ABS Sales & Trading desks. Its flagship product, FinBlaze, offers a suite of tools aimed at streamlining workflows, improving data analysis, and fostering better collaboration between sales, trading, management and integration teams.  

DeltaBlaze Media Contact: 

Joel Brown-Christenson 

jbrownchristenson@deltablaze.com 

 

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