Municipal Bond Allotment Modeler
Transform Your Municipal Bond Allocation Workflow with Allotment Modeler
Automate and modernize your municipal bond allotment process with S&P Global Market Intelligence’s Municipal Bond Allotment Modeler. Designed for underwriters and syndicate desks, Allotment Modeler replaces manual efforts with a configurable tool that fully integrates with Municipal Bookbuild for new issuance. Streamline workflows, reduce operational risk, and support compliance as allocation strategies evolve. Drive efficiency and accuracy by automating the complexities of allocating US municipal bond deals in one seamless solution.
Key Benefits
Streamlined Workflow
Automatically apply your preferred priority sequence logic and seamlessly sync between Municipal Bookbuild and Allotment Modeler for a true end-to-end solution.
Address Compliance
Instantly validate allocation logic and compliance with built-in checks for holdbacks and allocation integrity, supporting MSRB G-11 communication and validation.
Reduced Risk
Eliminate manual errors and operational inefficiencies caused by exporting allocation data and running calculations in Excel.
Allocation Insights
Generate summary tables with subscription rates, allocation breakdowns, and pass-fail compliance indicators. Test pro rata rules on combined and separate retail or priority orders.
Real-Time Collaboration
Enable multiple users to edit simultaneously, mirroring shared spreadsheet functionality with autosave and change notifications.
Feature Highlights
