Fixed-Income Proposal Packs
Polished client-facing materials for bond allocations, sleeve comparisons, and portfolio recommendations.
Fixed-income reporting for advisory firms
Institutional-quality fixed-income reporting, without changing your workflow.
Convexa helps RIAs and wealth managers turn standard portfolio exports into cleaner proposal packs, bond-sleeve reporting, and scenario analysis that is easier to present to clients and easier to use internally.
- Works with your existing data exports
- Sharper fixed-income analytics and cleaner presentation
- Built for advisors who need better output, not more software
What Convexa delivers
Reporting that feels institutional, not improvised.
Proposal Packs
Cleaner materials for bond allocations and client conversations.
Scenario Analysis
Structured views on duration, yield, spreads, and positioning.
Recurring Reports
Consistent, advisor-ready fixed-income reporting without manual formatting.
Positioning
Built for advisory firms that already manage fixed-income allocations but want cleaner, more credible output.
Approach
Clarity, precision, and structure — designed to improve advisor workflows without replacing their stack.
Use case
Proposal materials, recurring reporting, and portfolio-level fixed-income analytics for client-ready delivery.
Services
What Convexa helps you produce
Convexa is designed for firms that need better fixed-income output from the data they already have.
Recurring Bond-Sleeve Reporting
Consistent reporting packs that make portfolio structure, risk, and yield easier to review and present.
Scenario Analysis
Structured analysis around duration, yield, spread sensitivity, and portfolio-level fixed-income positioning.
Who it's for
Built for RIAs, wealth managers, and advisory firms.
If your team still relies on custodian exports, spreadsheets, and manual formatting for fixed-income proposals or reporting, Convexa gives you a cleaner layer of analysis and presentation on top of that workflow.
For advisors who need better presentation
Turn raw holdings data into clearer, more credible client-facing materials.
For teams that want less manual work
Reduce the time spent cleaning exports and manually assembling fixed-income reports.
For firms that want sharper fixed-income insight
Support better client conversations with more structured portfolio analysis.
Why Convexa
Modern analytics. Clearer decisions.
Convexa is not trying to replace your current workflow. It is built to make it sharper — with clearer reporting, more structured fixed-income analysis, and output that feels materially more professional.
Cleaner client output
Reports and proposal materials that look intentional, structured, and advisor-ready.
Better fixed-income visibility
Duration, yield, and scenario context that helps advisors discuss portfolios more confidently.
No stack replacement required
Convexa works from standard exports, so firms can improve output without rebuilding their systems.
Request a sample
Want to see what Convexa output can look like?
If you're evaluating how to improve fixed-income proposals or reporting, request a sample and start with a concrete example.