The Investortools Dealer Network
Unrivaled Trading Connectivity and Integration that Fuels AUM Growth
The Investortools Dealer Network (IDN) is your recipe for fixed-income trading success: one-part direct dealer connections, one-part robust ATS connectivity, mix in industry-leading automation and trading workflows, top with your unique “secret sauce.”
The Investortools Dealer Network is revolutionizing fixed-income trading
Our clients are building better portfolios and achieving unprecedented results with their trading desk by harnessing the IDN’s connectivity and deep integration of market data, all while aligning with their proprietary portfolio management objectives and constraints.
Automation Toolkit
From preallocation to execution, the IDN delivers scalable, automated straight through processing workflows for the trading desk.
Extensive Connectivity
Direct, bilateral connectivity to dealers and ATS provides vast market depth and all-to-all trading, ensuring best execution.
Achievable Optimization
Deep integration of market data informs you of opportunities present in the live market that are immediately actionable.
Automation Toolkit
Streamlined trading workflows with automation
The IDN enhances trading efficiency, enabling teams to execute more trades daily. Its automation allows users to concentrate on high-value tasks, resulting in increased capacity and improved trade alpha.
Preallocate bonds
- Simultaneously evaluate multiple bonds
- Identify the bonds that best fit your portfolios
- Determine the optimal quantity of each bond
Expand your team with Trade Assist
- Leverage Trade Assist to handle repetitive trading tasks so you can focus on where you add the most value
- Automatically canvas the universe of available bonds with your proprietary search parameters
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Tune automation to preallocate, size trades, or even AutoEx
Construct high quality portfolios with Portfolio Builder
- Complete the construction of fixed-income portfolios requiring attention
- Build optimized portfolios from the ground up
- Prioritize investment by tax-sensitive, risk-adjusted performance
Facilitate RFQ with multi-platform AutoEx
- Effortlessly extend bid lists to multiple platforms and dealers simultaneously
- Centrally manage all items and review a consolidated bid stack to ensure best execution
- Leverage multi-platform AutoEx functionality to revolutionize the request-for-quote process
Customize saved searches with notification
- Actively scan the live market to uncover hard-to-find bonds
- Receive notifications of available bonds to ensure you never miss an opportunity
- Embed bespoke criteria directly into your search
Manage custodial allocation and delivery instructions
- Send delivery instructions directly to the executing broker or ATS
- Seamlessly integrate with CTM
"With a single click, you can find exact or similar CUSIPs, bid, allocate, and quickly build positions. The speed of the IDN allows us to increase trade volume while easily tracking performance, freeing up time to perform additional trading and other portfolio management tasks.”
Extensive Connectivity
A centralized, electronic trading cockpit
The IDN consolidates your live markets into one-of-a-kind ecosystem, enabling efficient workflows, increasing market engagement, and minimizing trade errors and risk.
Execute live offers + BWIC
- Eliminate swiveling and scraping to find trade options by integrating more than half a million live market data entries
- Index your bespoke search characteristics for rapid, proprietary filtering
Centrally manage RFQ
- Engage with multiple platforms and review a consolidated bid stack
- Eliminate “musical chairs” to achieve best execution when selling bonds
- Stay informed of all active lists and alerts as key deadlines approach
Customize flexible workspaces
- Organize the electronic desk to fit your team’s optimal workflow
- Cross-inform primary and secondary market activity
- Manage when cash is made available for other trades or reserved for a swap
Maximize Competitive Advantage
A platform to execute your strategies and leverage your strengths
Full integration with the Investortools product suite means the IDN’s automation and efficiency enhancements align with each portfolio’s unique investment objectives, amplifying the value delivered by portfolio managers, traders, and credit analysts.
Drive investment with portfolio objectives
- Inform trading decisions and recommendations based on each portfolio’s unique objectives and constraints
- Prioritize by orders and inquiries
- Match the right bonds to the right portfolios in the right amounts
Integrate credit analysis with trade decisions
- Ensure compliance with approved lists
- Utilize internal credit scores and ratings
- Aggregate exposures across a credit
Build precise portfolios at unmatched speed
- Achieve compliance with limits through automated preallocation, guided by PM conviction
- Ensure transparency in decisions—eliminate the 'black box' and build trust
- Place bonds quickly and fairly with optimal results and an audit trail that easily passes OCC audits
Stay informed of risk and risk-budget
- Gain pre-trade insight into the impact of trades on a portfolio’s tracking error
- Seamlessly incorporate tracking error into the bond selection process
- Evaluate the proposed trade impact to risk across a variety of measures
Investortools Dealer Network - Asset Managers
Maximize Trader Efficiency and Ability to Scale
The IDN’s integration with the Investortools’ suite of products combines the live secondary market with your portfolio construction objectives, PM and Trader insights, internal credit analysis and approved lists, real-time pre-trade compliance, and automation capabilities.
- Achieve low-touch and no-touch trading with powerful automation
- Fuel the growth of your asset management business with expanded trading capacity
- Engage with a broader market that includes direct access to dealers and ATS
Investortools Dealer Network - Securities Dealers
Boost Trade Flow, Grow Counterparty Partnerships
Increase trade volumes, strengthen your relationships, and expand direct connections by engaging with counterparties on the IDN, the platform providing the most comprehensive view of the live, secondary market.
- Achieve direct, bilateral trading connectivity at scale
- Deliver your market data where it adds the most value to your counterparties
- Increase your electronic trading capabilities
Unlock Connectivity to the Live, Secondary Market
Learn how the IDN broadens your trading reach to pinpoint optimal trading opportunities.
