Sales & Trading Efficiency Dashboard

DASH, Bloomberg’s Equity and Fixed Income Sales and Trading Productivity Dashboard, is designed to help sales traders quickly and intelligently reconcile all of their data and information to generate valuable insight and trade ideas for their customers. DASH provides individual users and desks a more efficient way to perform market surveillance, view client holdings and identify the most relevant clients so they can respond to market events quickly.

One Dashboard to Rule Them All

DASH provides the sell-side with a single sales dashboard that aggregates the most relevant information on client holdings and presents them in a digestible and actionable view. Get the data and information to be more efficient and differentiate yourself, with simple and integrated client communication features.

• Contact management
• Interest lists
• Client profiles
• Security profiles

Client Holdings

Start your morning with the most relevant information on the holdings that matter to your clients. DASH aggregates various information points onto a central dashboard to give you the most actionable information to start your day.

• Holdings info
• Research & company estimates
• Axe Centralization & Matching
• Market data
• News
• Events
• Notes

Client Relevance

DASH uses all of the relevant data points to calculate a relevance score for a client based on a particularly security. Our proprietary algorithm will help you visually prioritize who you should be contacting based on market conditions, current news and their holdings information.

Client Communication

Once an idea and a target client(s) becomes clear, DASH enables you to quickly and seamlessly communicate with your buy-side coverage. Whether through IB, MSG, TMSG, IOI or even a phone call, DASH will connect you with ease.

• Email, IB, MSG, chat platforms
• Trade ideas (TMSG)
• IOIs & trade advertisements
• Click-to-dial

Systems & Order Flow Integration

DASH and the features mentioned above are included in the cost of the Bloomberg Professional service subscription. However, some desks may need a more robust solution that integrates other 3rd-party information and order flow systems.

DASH Enterprise offers a variety of features, including integration with your proprietary OMS, third-party OMS, and Bloomberg Sell-Side Execution & Order Management Solutions (SSEOMS). Through the integration, DASH receives, stores and analyzes customer activity to help users intelligently target their customer universe with extensive customer profiling.

Automate Tasks and Consolidate Data

Harnessing the news, data and analytics of the Bloomberg Professional® service, DASH Enterprise automates daily tasks for sales and trading, streamlining the workflow and communications process to maximize order flow. DASH Enterprise consolidates all of a sales trader’s data–Bloomberg, 3rd-party OMS, and proprietary CRM – to create actionable insights for targeting buy-side customers in real time.

IOI & Trade Advertisements

DASH Enterprise allows you to Set IOI and trade advertisement preferences per account. Consolidate all external messaging into one ticket:

• FIX IOIs directly to the buy-side OMS
• Advanced IOIs, including pegged, auto re-fired, auto decremented, and auto blocked
• Tier accounts for IOIs
• Bloomberg email (MSG), Instant Bloomberg and AOL IM

DASH Enterprise Algorithm

The proprietary DASH Enterprise algorithm enables you to analyze fragmented data to easily find the best orders and customers to call.

• View relevant strength signals on orders and events
• Identify target customer lists for merchandise and color
• Replace chat rooms to ensure sensitive information stays within your enterprise