Transformative Technology for Fixed-Income Investing
Investortools provides a complete software solution for fixed-income asset managers, powering automated workflows, scalable growth, and precise, data-driven decision-making.
Designed for radical speed and performance
Our time-tested solutions empower you to dramatically grow your business by streamlining complex processes, while continuing to differentiate and leverage your competitive advantages.
Move from High-Touch to Low-Touch
Best-in-class analytics, models, and data power low-touch portfolio construction, maintenance, trading, compliance, and operations.
Seize Your Market Advantage
Accelerate your business and distinguish yourselves from your competitors by embedding your strategies into the automation.
Access Secondary Market Liquidity
Unprecedented options to quickly find and buy the right bonds to build and maintain your portfolios.
Unlock Scalable Solutions on Your Terms
Amplify your strategies and expand your business without limits on the number of accounts, holdings, or assets under management.
A Proven Solution to Accelerate Growth
Dedicated partner in your success
Our unwavering commitment to client success means that we are with you every step of the way–from implementation to optimization, expansion, and ongoing support.
- Powerful analytics
- Market transparency
- Opportunity expansion
- Performance monitoring
- Portfolio construction and maintenance
- Execution management
- Compliance and operations
- Client reporting
- Holistic credit analysis
- Data-driven strategies
- Digital tracking and management of research
- Standardized data
- Automatic order sizing
- Pre- and post-trade allocation
- End-to-end processing
- Support of user convictions
- Live-market aggregation
- Preallocation of bonds
- Automation and AutoEx
- Assurance of optimal execution
- 24/7 peace of mind
- Always-on compliance reporting
- "Set it and forget it" configuration
- Rule deviation tracking
- Accessibility of client portfolios
- Discovery of trading patterns
- Tailored offerings to client objectives
- Credit-driven trading opportunities
- Advanced reporting
- Simplified trade settlements
- Standardized integrations
- Straight through processing
End-to-end solutions for the full spectrum of market participants
Investortools has become the preferred software provider in the fixed-income industry through a seamless integration of innovative technology and hands-on support. Our solutions are critical for scalable success, offering comprehensive tools that cover the entire investment lifecycle and meet the needs of a diverse range of industry professionals.
Used by:
- Asset Managers
- Registered Investment Advisors
- Trust Companies
- Private Wealth Managers
- Mutual Funds
- ETFs
- Bond Dealers
- Banks
- Public Finance
- Insurance Companies
- Hedge Funds
- Healthcare Consultancies
- Rating Agencies
- Utilities
Investortools Partners
An integrated Network for Seamless Workflows
Our mission to transform fixed-income portfolio management drives our extensive partnerships with industry leaders.
“Investortools has been our most powerful partner in establishing a world-class fixed-income operation. Their products have empowered us to seamlessly implement our disciplined investment and credit processes across all our accounts, rapidly scale our business without increasing headcount, and confidently achieve our desired results.”
Fixed-Income Industry Leadership
Insights and resources from renowned experts in the field.
- Performance Reports
