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  • What is DirectBooks?
    DirectBooks was founded to optimize the communications process and workflow for the primary issuance of securities. DirectBooks launched Deal Announcements & Updates, Order Messages, Allocation Messages and Deal Documentation globally for U.S. Dollar, Euro and Sterling Investment Grade, Covered Bonds, Emerging Markets issuances, Supranationals, Sovereigns and Agencies (SSA) and High Yield issuances, offering a common set of structured deal data and document access for institutional investors.
  • Which dealers are currently participating on DirectBooks?
    American Veterans Group, Bank of America, Barclays, BBVA, Blaylock Van, BMO Capital Markets, BNP Paribas, CIBC, Citi, Credit Agricole, Deutsche Bank, Fifth Third Securities, Goldman Sachs, HSBC, Huntington, ING, Jeffries, JP Morgan, KeyBanc Capital Markets, Lloyds Bank, Loop Capital, Mischler, Mizuho, Morgan Stanley, MUFG, NatWest, PNC, Rabo Securities, Ramirez, RBC, Santander, Scotiabank, Seelaus, Siebert Williams Shank, SMBC, Société Générale, TD Bank, Truist, UBS, US Bank, and Wells Fargo. EMEA is serviced by Bank of America, Barclays, BNP Paribas, Citi, Deutsche Bank, Goldman Sachs, Jeffries, JP Morgan, Mizuho, Morgan Stanley, RBC, Santander, and Wells Fargo
  • Who can use DirectBooks?
    Institutional investors and underwriters involved in the primary issuance process who satisfy legal and regulatory criteria applicable to their roles in the offering process.
  • What are the methods for accessing DirectBooks?
    Web access API connection Third-party Order Management Systems (OMS) and Execution Management Systems (EMS) connectivity, including Aladdin, Charles River, Flextrade and TS Imagine
  • Are fees charged to Institutional Investors and Underwriters?
    Yes, pricing is available for various products and services. Please contact info@directbooks.com
  • How can Institutional Investors get started?
    Contact DirectBooks at info@directbooks.com to learn more about the offering and get a demonstration.
  • How does DirectBooks benefit users?
    Structured data and streamlined communications, with a single communications stream for a transaction, increase the accuracy of deal workflow information. Enhanced transaction detail and standardized deal stages allow for comparison across deals through DirectBooks’ innovative digital platform and for delivery of issue information to investors across the globe on a simultaneous basis. Activity records help simplify retention and compliance. Efficient and accurate dissemination of information allows investors to focus on the investment process rather than on information processing. High-volume data capacity and a secure cloud-based environment provide for efficient communications and resiliency.
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