Institutional Equity Bookbuild

Equity Bookbuild is a comprehensive web-based platform for managing the entire global equity new-issue process, from origination to final settlement. Our centralized platform simplifies the transaction process and facilitates the management of information-sharing across multiple constituents and offices:

  • Comprehensive bookbuilding capability & joint book functionality
  • Seamless integration with front & back office systems
  • Flexible reporting capabilities
  • Compliance monitoring & full audit trails

Retail Bookbuild

Ipreo's Retail Bookbuild is a centralized platform that allows you to market all new-issue products, across all securities markets, to your retail brokers whether you are a small wealth management division or a large global brokerage operation. The Ipreo Retail system is a seamless extension of Ipreo's Equity, Fixed Income, and Municipal platforms:

  • Complete order management workflow, including trade execution
  • Flexible architecture accommodates proprietary forms & processes
  • Single access point for deal calendar, order entry, allocations & trade booking
  • Electronic document distribution and online views by multiple participants

Directed Share Program (DSP)

Ipreo's Directed Share Program transforms the highly manual DSP process into an automated, collaborative online platform that shares information seamlessly between Broker Dealers, Participants, and Issuing Companies:

  • Communications module for inviting participants and tracking communications
  • Participant monitor provides view of progress of all participants in real time
  • Participants interact electronically to view deal details & prospectuses, submit account forms & client agreements, enter indications of interest, and receive confirmation of allocation