Solutions · By Role · Credit Analysts
iii. For Credit Analysts

Memo from primary sources.

Every issuer profile is a credit memo starter kit — debt ledger, ratings history, continuing disclosures, material events all linked back to source. The analyst writes; the platform sources.

My memos used to take a week of document hunting. Now I spend that week thinking about the credit. The footnotes practically write themselves.Senior Credit Analyst · Asset Manager

One license, not five.

A typical credit analysts desk pays for several overlapping subscriptions. MuniPro consolidates the data, the modeling, and the reporting into a single workspace.

See pricing →
EMMA scraping macros
Moody's / S&P / Fitch portals (×3)
Internal credit database
Continuing-disclosure email digest
Material-event Slack channel
MuniPro
For Credit Analysts
  • Verified data, intra-day refresh
  • Full BDT option pricing
  • Comp books & templated memos
  • 13F-derived holder analytics
  • API + warehouse export

Every credit analyst's three pain points.

What you tell us in the demo. What MuniPro does about it.

i.

The Problem

"Pulling primary documents from EMMA, agency portals, and issuer sites takes days."

What MuniPro Does

Every issuer profile aggregates filings, ratings reports, OS / POS, and material event notices — each one linked back to the original source URL.

ii.

The Problem

"Rating actions and material events are tracked in three places, badly."

What MuniPro Does

One unified watchlist. Rating changes, outlook moves, and EMMA event filings push to your dashboard in real time.

iii.

The Problem

"Compliance asks for citations and you have to rebuild the trail."

What MuniPro Does

Every figure in every memo is footnote-linked to its source document, with the date of retrieval and a versioned snapshot.

The workflow.

Four moments · One platform
Day 1

Load the issuer

Debt ledger, ratings history, and last 4 quarters of continuing disclosure already on the page.

Day 1

Build the watchlist

Subscribe to material events, rating actions, and peer-issuer moves. Push to email or Slack.

Day 2

Draft the memo

Pull figures directly from the profile. Every citation is a one-click hyperlink to the source filing.

Quarterly

Refresh

When the next CAFR or budget posts, the profile updates and your memo flags variance vs. last cycle.

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See it on your last deal.

30 minutes. We rebuild your most recent credit analyst workflow live, so you can see exactly what changes.

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