James Morris speaks with Eric Kazatsky and Karen Altamirano at Bloomberg Intelligence about the dynamics of SMAs and how Investortools is automating trading workflows to allow clients to drastically cut down the time it takes to fully invest portfolios and scale their SMA business.
About Investortools
For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
