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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
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KIDs created in 2023
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client interfaces
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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

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