Connect with Us
Whether you have questions about our solutions or want to explore how we can enhance your investment strategies, our team is here to help you succeed.
Main Number
Client Services
Headquarters
Colorado Springs
5555 Tech Center Drive
Suite 320
Colorado Springs, CO 80919
Naperville
2135 City Gate Lane
Suite 340
Naperville, IL 60563
Frequently Asked Questions
What fixed-income solutions does Investortools cover?
Investortools offers a comprehensive suite of best-in-class products within a single SaaS platform. Delivering a holistic solution for fixed-income professionals, Investortools addresses the entire investment lifecycle including portfolio management and performance, order management, execution management, credit research and analysis, separately managed accounts management, compliance, and municipal and corporate bond sales.
What fixed-income professionals use Investortools?
Investortools serves a diverse array of users, including portfolio managers, performance analysts, broker-dealers, bond salespeople, credit analysts, underwriters, compliance personnel, mutual fund groups, high-net-worth or separately managed account (SMA) managers, banks and bank trusts, rating agencies, and insurance companies.
What data sources does Investortools provide?
We support a wide range of third-party connections related to municipal bond information and financials, index performance, credit data, and other analysis. For more details on our extensive partnerships, please visit our Partners Page.
Does Investortools provide real-time pricing data for secondary issues?
Investortools provides real-time pricing data from ficc.ai, ICE, Tradeweb, and SQX, while also allowing for the integration of proprietary pricing models.
Can I source and execute trades within the Investortools platform?
As a comprehensive portfolio, order, and management system, Investortools’ Perform product delivers unmatched trading connectivity through the Investortools Dealer Network (IDN). It provides the largest consolidated view of live, click-to-trade liquidity in the secondary market.
What types of trading connectivity does Investortools support?
Investortools provides real-time, persistent connectivity to support end-to-end trading workflows, ensuring best execution. Connectivity options include:
- Alternative Trading Systems (ATS)
- Equity Capital Markets (ECM)
- Direct, bilateral connections with dealers
- Request-for-Quote (RFQ)
- Bids Wanted in Competition (BWIC)
How do I trade on the Investortools Dealer Network?
The Investortools Dealer Network (IDN) is seamlessly embedded directly within Perform. Perform users can leverage the standard, turnkey integrations or collaborate with Investortools to develop custom integrations tailored to their specific needs.
How scalable is the Investortools system?
Can Investortools customize solutions to fit my needs?
Yes, our team works closely with each partner to identify unique needs and trading styles, providing customized solutions and integrations to optimize growth.
How quickly can I invest new portfolios?
By utilizing our optimization engine, which allows full control over the portfolio investment pace, Investortools clients can significantly reduce portfolio construction times. Our users are reporting that they are able to transition from cash to fully invested portfolios within days and even hours.
