The Complete Municipal Finance Platform
Every tool your team needs — from first call to final closing — in one integrated system.
Relationship Management
Keep every issuer, contact, and service provider organized in a purpose-built CRM designed for municipal finance.
- Complete issuer profiles with ratings, demographics, and financials
- Contact management across issuers and service providers
- Activity timeline with calls, meetings, and notes
- Deal pipeline with stage tracking and mandate management
Bond Modeling Engine
Professional-grade bond math built on Decimal.js for precision, replacing brittle spreadsheet models.
- Current interest and capital appreciation bond pricing
- Debt service schedule generation with multiple day-count conventions
- Par amount optimization to hit target debt service levels
- Scenario analysis: compare structures side by side
Refunding Monitor
Continuously screen your portfolio for advance and current refunding savings opportunities.
- Automated savings screening across your full bond portfolio
- Rate curve management with multiple provider support
- NPV analysis with arbitrage yield and escrow calculations
- What-if scenarios: adjust rates, delivery dates, and costs of issuance
Client Portal
Give issuers and advisors a branded window into their deals — no more chasing updates over email.
- Secure, token-based portal invitations with 7-day expiry
- Read-only access to deal details, bond structures, and reports
- Document sharing with S3-backed storage
- Automatic email notifications on deal stage changes
Enterprise Security
Multi-tenant architecture with the controls enterprise banks require.
- SSO/OIDC integration with any identity provider (Okta, Azure AD, etc.)
- Six-role RBAC hierarchy from Portal to Managing Director
- Field-level audit trails on every entity change
- Multi-tenant data isolation with organization-scoped queries
Ready to modernize your municipal finance workflow?
See how MuniCRM can streamline your team's operations with a personalized demo.