Refundings, structurings, and board-ready memos for every client in your book — with continuous savings monitoring against each issuer's policy. Your bench scales without your headcount scaling.
What it replaces
A typical municipal advisors desk pays for several overlapping subscriptions. MuniPro consolidates the data, the modeling, and the reporting into a single workspace.
See pricing →The Work
What you tell us in the demo. What MuniPro does about it.
"You only know a refunding is in the money when the client calls. By then you're late."
Continuous PV-savings monitoring against each client's adopted policy threshold. Email alerts when the trigger crosses.
"Each client expects board-ready memos in their own template."
Branded memo templates per client. The numbers update from MuniPro; the cover page and language stay yours.
"Tracking 20+ issuers across spreadsheets means something always falls through."
One client roster, one calendar of upcoming maturities, calls, and disclosure deadlines. Filter by client or roll up by your firm.
A day on the desk
Roster across all clients, sorted by savings opportunity, deadline, or rating action.
Get notified the moment a callable series crosses your client's PV-savings policy.
Refunding scenario, sensitivities, and recommendation rendered into the client's board template.
Auto-generated portfolio update for each client. Send via the platform; track when they read it.
Get Started
30 minutes. We rebuild your most recent municipal advisor workflow live, so you can see exactly what changes.