Partners and Integrations
Business Partnerships and
System Integrations
Inherently flexible and deeply entrenched as a powerful player within the fixed-industry marketplace, Investortools software easily integrates with accounting systems of record, custodians, and downstream trading systems. Investortools can be used as a front-office trading platform to integrate with other systems currently in use while also offering extensive data partnerships and real-time pricing information. This list of integrations represents just a snapshot of our partnerships, as we are continually expanding our collaborations across the industry.
Bitvore Corporation
Founded in 2010, Bitvore is an AI-driven platform that delivers personalized, proactive, and precise intelligence about businesses of the world to executives and investment professionals. Bitvore leverages natural language processing (NLP) and machine learning to provide indicators as comparative and predictive analytics to drive better business outcomes.
Bloomberg
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable customers to make more informed decisions and foster better collaboration.
Brownstone Investment Group
Founded in 1998, Brownstone Investment Group, LLC, is a broker-dealer/investment bank headquartered in New York City with satellite offices providing a global reach. A pioneer in fixed-income electronic trading, Brownstone has spent 25 years building a trusted reputation across over 2,000 counterparties. Its core trading desks span municipal and corporate debt, structured products, and preferred equities.
Build America Mutual
Build America Mutual (BAM) is a mutual bond insurance company operated for the benefit of its members – the cities, states and other municipal entities that use BAM’s financial guaranty to lower their cost of borrowing. BAM is the preferred provider of bond insurance for the National League of Cities. As of December 31, 2023, there were more than $100 billion of BAM-insured municipal bonds outstanding for more than 5,300 member-issuers.
Chapdelaine, a Tullett Prebon Company
For over 30 years, Chapdelaine, the wholly owned subsidiary of Tullett Prebon ICAP Group, has built its reputation as the preeminent municipal broker’s broker. As one of the largest inter-dealer brokers in the world, Tullet Prebon facilitates trading for commercial and investment banks, hedge funds, buy-side institutions, corporates, and trading houses.
Chicago Mercantile Exchange Group
As the world’s leading derivatives marketplace, CME Group is where the world comes to manage risk. Through its exchanges, CME Group offers the widest range of global benchmark products across all major asset classes. CME Group’s products and services ensure that businesses around the world can effectively manage risk and achieve growth.
CUSIP Global Services
From the assignment of identifiers for new issues to their use in trading, settlement, asset servicing, and risk management, clients rely on trusted CUSIP identifiers and the knowledge and experience of the CUSIP Global Services team to provide a solid foundation to run their businesses smoothly.
ficc.ai
ficc.ai leverages artificial intelligence to deliver accurate, on-demand predicted trade levels and estimates for the bid, ask, and proprietary inter-dealer trade level. ficc.ai’ ensures that trades are executed at reasonable levels, providing confidence in transaction integrity and best execution reporting, meeting all regulatory requirements effectively.
Fitch Ratings
Fitch Ratings | Research & Data, a Fitch Ratings sister business, helps credit, risk, and investment professionals make better-informed decisions and meet regulatory requirements, within and beyond the rated universe. Fitch Ratings | Research & Data is a Fitch Solutions business. Fitch Solutions is a part of the Hearst-owned Fitch Group, a global leader in financial information services with operations in more than 30 countries.
Intercontinental Exchange
Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks to connect people to opportunity. ICE provides financial technology and data services across major asset classes that offer customers access to mission-critical workflow tools that increase transparency and operational efficiencies.
Kestrel
Kestrel provides Sustainability Intelligence™ for municipal markets, helping to set the market standard for sustainable finance. Kestrel offers comprehensive Sustainability Analysis and Scores covering the entire muni market at the series level and other types of fixed-income investments. Kestrel is also a leading provider of external reviews for green, social, and sustainability bond transactions and a Climate Bonds Initiative approved verifier.
LSEG
LSEG is one of the world’s leading providers of financial markets infrastructure and delivers financial data, analytics, news, and index products to more than 40,000 customers in over 170 countries. Backed by more than three centuries of experience, innovative technologies, and a team of 25,000 people in over 60 countries, LSEG is driving financial stability, empowering economies, and enabling you to grow sustainably.
Streamline Secondary Market Trading into One, Centralized System
Buy and sell bonds without leaving the Investortools’ platform.
MarketAxess
MarketAxess (Nasdaq: MKTX) operates a leading electronic trading platform that delivers greater trading efficiency, a diversified pool of liquidity, and significant cost savings to institutional investors and broker-dealers across the global fixed-income markets. Over 2,000 firms leverage MarketAxess’ patented technology to efficiently trade fixed-income securities. Their automated and algorithmic trading solutions, combined with their integrated and actionable data offerings, help clients make faster, better-informed decisions.
Middlegate Securities
Middlegate Securities operates as a full-service investment firm specializing in secondary market trading of municipal bonds as well as competitive underwriting. The Firm provides listed equities, over-the-counter equities, corporate bonds, government securities, municipal bond market, listed options, retirement plans, and estate planning services.
Millennium Advisors
Millennium Advisors is a leading fixed-income liquidity provider, combining advanced technology with expert judgment to serve top counterparties globally. Millennium Advisors also provides real-time pricing across the fixed-income universe to over 1,600 counterparties, leveraging its four-billion-dollar balance sheet and technology-driven pricing models to deliver premium transactional support to its counterparties.
Moody's
Moody’s empowers business and financial leaders by delivering data, intelligence, and analytical tools that enables confident decision-making. Dedicated to addressing the dynamic needs of today’s business environment, Moody’s vast data sets, deep experience, and groundbreaking technologies help customers unlock opportunities and provide a 360-degree view of the risks associated with doing business.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management, and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions, and individuals.
Morningstar
Morningstar, Inc. is a leading provider of data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data.
Muncipal Bond Information Services
Municipal Bond Information Services (MBIS) uses a proprietary market aggregator to gather and deliver the largest set of municipal bond pre-trade data available. Every day, MBIS aggregates and delivers over 400,000 market quotes, including bids wanted and offering information.
RMG Financial Consulting
Founded in 2003, RMG Financial Consulting provides credit risk management services and related products to power producers, utilities, energy traders, oil companies, natural gas producers and pipelines, municipal utilities, power cooperatives, and others in the financial and energy industry. Their services and products are tailored to credit professionals in the energy industry, and they recognize the importance of their independence as an objective third party, which is reflected in their in-depth credit reports and credit scoring.
Standard & Poor's
S&P Global Commodity Insights, offer a complete view of global energy and commodity markets that enables customers to make decisions with conviction and create long-term, sustainable value. S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. With each of thier offerings, S&P help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today.
Securities Quote Xchange
Securities Quote Xchange (SQX) is a financial data vendor that specializes in gathering and distributing difficult-to-price security quotes for the investment industry. SQX offers evaluated pricing on municipal bonds, corporate bonds, U.S. treasuries, and global yield curves (sovereign, corporate, and U.S. municipal), as well as broker-quoted pricing on structured notes, alternative investments, and catastrophe bonds. SQX distinguishes itself with responsive customer service, informational transparency, affordable costs, and secure data delivery via SFTP or API.
TD Securities
The Toronto-Dominion Bank (NYSE: TD) and its subsidiaries are collectively known as TD Bank Group (“TD” or the “Bank”). TD is the sixth largest bank in North America by assets and serves more than 27 million customers in three key businesses operating in a number of locations in financial centers around the globe. TD had CDN$1.8 trillion in assets on July 31, 2022.
Tradeweb Markets, Inc.
Tradeweb Markets Inc. (Nasdaq: TW) is a leading, global operator of electronic marketplaces for rates, credit, equities, and money markets. Founded in 1996, Tradeweb provides access to markets, data and analytics, electronic trading, straight-through processing, and reporting for more than 50 products to clients in the institutional, wholesale, and retail markets.
Trumid
Trumid is a fixed-income electronic trading platform focused on US dollar-denominated Investment Grade, High Yield, Distressed, and Emerging Market bonds. Trumid optimizes the credit trading experience by combining agile technology and market expertise, with a focus on product design. The result is a differentiated ecosystem of protocols and trading solutions delivered within one intuitive platform.
