IpreoIpreo LLC

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BD Vision Enterprise CRM

BD Vision is Ipreo's enterprise-level Capital Markets CRM platform designed to drive the enhanced productivity and effectiveness of institutional sell-side professionals. BD Vision combines our clients proprietary data, the industry leading buy-side content of the Bigdough Database and robust CRM functionality to give analysts and salespeople a consolidated view of their information universe.

BD Vision is the only financial CRM on the market designed by Capital Markets professionals solely for Capital Markets professionals.

  • Tailor-made for institutional Capital Markets professionals with the ability to easily integrate with other platforms and databases; creating a one-stop shop for all of your financial CRM needs (contacts, data, event planning, roadshow management, communication, etc)
  • Allows sell-side to truly know their customers and what’s important to them
  • Combines state-of-the-art CRM technology with the best multi-asset class institutional contact data, profiles and portfolio holdings data in the industry
  • Streamlines the communication loops between research analysts, research salespeople and traders through collaborative functionality

  • Contact Sales: 1.877.588.5030 or