Technology at Work For the Municipal Treasurer Welcome: GIOA Members Multi-Bank Securities, Inc (Tim Peacock) FTN Financial – Main Street Advisors (Rick Phillips)
About e. Connect. Direct • Core Deliverables to the Municipal Treasurer Ø On-Demand Market Intelligence • Search & Compare • By CUSIP, Product, & Type • Executable Offerings & Pricing Ø Aggregation of Offerings • • Ø Ø Ø Agencies CDs Treasuries More Best Price (Yield) Practices On-line Execution Redundancy & Compliance Controls Live Customer Support Portfolio Service & Position Management • Powered by: Multi-Bank Securities, Inc. Ø Member FINRA (1987) • CRD 22098 • ZERO Regulatory Customer Complaints Ø Primary Underwriter • U. S. Agencies • CDs • Corporate Debt Ø Safekeeping Ø Products & Services Tailored to the Municipal Client EASY, SAFE, INTUITIVE, & TRANSPARENT
CD Marketplace – Search / Compare FDIC Insured Marketplace
CD Marketplace – Transact
U. S. Agencies – Search / Compare Aggregation
U. S. Agencies – Search / Compare
U. S. Agencies – Search / Compare
U. S. Agencies – Transact
U. S. Treasuries Market
Request a Quote & Customer Support
Position & Portfolio Tools / Resources Ø Insurance Tracking: Mergers / Acquisitions / Failure Ø Reports – Accrued Interest – Cash Flow – Bond. Edge Ø Trade Documentation – Tickets – Confirms – Statements
Disclosure Multi-Bank Securities, Inc. (MBS) cannot be held responsible for errors regarding time and/or price on buy/sell requests. Information provided in this presentation has been prepared from sources known to be reliable, but is not guaranteed and is not a complete summary or statement of all data necessary for making an investment decision. This is for informational purposes only and does not constitute a recommendation; please confirm all information before investing. Securities discussed are subject to availability and change in price and yield. Changes to assumptions may have a material impact on returns. Past performance is not indicative of future returns. For institutional investors only.
For more information: www. e. Connect. Direct. com (800) 967 -9052