loader image
DE
Technology About Careers Latest
Contact Us

Contact
DE

Technology

Solutions

Specialists

Technology

Solutions

Specialists

How we help

Issuers

Distributors

Service Providers

Structured Products

Lifecycle & services

1. Onboarding setup

Advisory services for ISDA/base prospectus creation; related document automation and templating; due diligence onboarding and management of distributor questionnaires

2. Pre-trade

Tailored educational content, including tutorials, videos and quizzes; workflow automation for streamlining the approval process; suitability and target market; efficient product selection

3. Execution

RFQ integration with several issuers; state-of-the-art document automation and template setup and maintenance services; industry-standard KID templates

4. Settlement

Reconciliation of trade data across different sources; EDGAR/SEDAR filings, document storage

5. Publication

Web portals with live price feeds; integration with data vendors and exchanges; comprehensive U.S. and European structured products reference database

6. Secondary market

Continuously updated PRIIP KID SRI and performance scenarios; documentation; data feeds into all downstream systems

7. Lifecycle management

EDGAR filings in 2023
0
KIDs created in 2023
0 m
client interfaces
0
Quote Marks/Red
“
We’ve been working with WSD for almost 3 years and our partnership strengthens every year. WSD’s core value proposition of providing Structured Products data in an easily accessible format allows us to provide customized reporting solutions to our broker-dealer and RIA clients.

Advisors Asset Management, Inc

“
I'm very pleased with how the work is progressing and am certainly seeing a difference in the knowledge and expertise the team has shown in comparison to our previous provider. Excited to see how this progresses through 2023, with hopes to expand the offerings and collaboration.

Bank of America

Speak to one of our experts to learn how we can help you take your business to the next level.

GET IN TOUCH

Subscribe to our newsletter






    By pressing subscribe you agree to receive newsletters, exclusive personalised events invitations and carefully-curated offers from WSD by Email. You can unsubscribe at any time.

    info@wsd.com

    +44 (0) 203 865 1787

    Level 3, 40 Bank Street, London, E14 5NR, United Kingdom

    575 5th Avenue, New York, NY, 10017, United States

    Home

    Technology

    About

    Careers

    Latest

    Contact

    Home

    Technology

    About

    Careers

    Latest

    Contact

    ©WallStreetDocs – all rights reserved 2023

    Cookies       Privacy Policy      DE&I      Modern Slavery Act Statement

    Cookies      

    Privacy Policy     

    DE&I     

    Modern Slavery Act Statement

    Linkedin Youtube
    X