We currently have at least 3 different drop down menus in the portal (see below), none of which are great. The new one that has been designed is definitely an improvement and needs to get implemented. That said I wanted to note a few additional re...

AG Grid supports conditional coloring and heatmap functionality. We have had clients request this and shouldn't be a heavy lift.

We'd like ability to upload a spreadsheet to populate entity characteristics instead of maintaining them manually via the UI.

Seamlessly integrate data from Siepe into BQuant.

When trading a new private credit asset an efficient workflow is needed to create the asset in the security master

Loan traders at investment banks have much greater knowledge of recent trades than buy-side counterparts, especially if the bank is also the administrative agent and thus executes a high percentage of trades. This dynamic does not exist is the bon...

The entity management tool will provide a simple way to create, update and delete entities on the Siepe platform

Add for loan strip trades. These composite assets, trade two or more underlying facilities that trade together with a prorata share that's based on the global size for each facility.

As a user, I want the ability to create my own version of a particular excel report by adding/removing fields, adding/removing filters and groupings. Then be able to save my customized report for future user for myself and/or my organization.