© 2015 Bitvore Corp. All material proprietary and confidential. Obligor Intelligence is... $50B AUM Wealth Management Firm Case Study Getting instant clarity into muni credit situations. For a major wealth management company, guiding over $50 billion assets under management, success is based on delivering investment excellence to their 2,200 clients. Through its work with Bitvore’s Obligor Intelligence, the company is able to monitor holdings with portfolio surveillance of material changes. Bitvore delivered both the ability for the team to know the important changes before the competitors, while also increasing their holdings universe. The Problem: With over 2,200 clients and 8,000+ individual holdings,

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