Investortools is proud to make the shortlist status for four different TradingTech Insight Awards in the following categories:
- Best Fixed Income Trading Solution
- Best Solution for Workflow Automation
- Best Buy-side OMS
- Best Buy-side EMS
Why We Were Nominated
Offering five best-in-class products within a single platform, Investortools is the premiere software provider of fixed-income solutions. At the core of the offerings is Perform®, which serves as POEMS, a Portfolio, Order, and Execution Management System. It leverages model-based trade allocation, compliance, FIX connectivity, and performance attribution to deliver a seamless straight-through-processing experience. One of its key features within Perform is the Investortools Dealer Network (IDN), a purpose-built ecosystem that natively facilitates trading automation.
The IDN stands as a unique, first-of-its-kind platform enabling market participants direct click-to-bid and click-to-trade access to liquidity. It is the largest consolidated view of the live, secondary market, allowing users to lift, bid, and negotiate trades without the need to pivot away from the system. Investortools’ integrations are real-time, persistent FIX connections enabling end-to-end processing, execution details, and custodial allocations. The IDN also features automative processes that enables users to identify the best bonds at the best prices based on user defined rules.
Through its unparalleled search capabilities, bids and trades can be executed en masse to optimally construct portfolios. Clients have reported that Perform’s® automation tools coupled with the Investortools Dealer Network, have allowed them to “Power Lift” on trades with remarkable efficiency, streamlining the process of transitioning from cash holdings to fully invested portfolios, and reducing what used to take weeks to a matter of days.
Extending beyond Perform®, the comprehensive product suite includes CreditScope® for credit data and analysis, Custom Index Manager™ for bond index comparison and performance measurement, Perform® FSD for the sell-side as a prospecting and analytics tool, and Energy Credit Manager™ for risk assessment in the energy sector. By optimizing workflows, facilitating low-touch trading, and offering comprehensive pre and post-trade capabilities, Investortools’ toolkit delivers unparalleled efficiency, empowering fixed-income professionals to make more informed investment decisions and scale their businesses effectively.
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.
About TradingTech Insights, by A-Group
TradingTech Insight delves into the world of trading technology, covering electronic best execution, high performance trading infrastructure, low latency, market data, alternative data, real-time analytics, innovative technology such as machine learning, AI and predictive analytics, cloud-based services, and more. The TradingTech Insights Awards recognize excellence in trading solutions and services, and focus on vendors providing exceptional trading infrastructure, trading technology and data solutions to capital markets participants in the United States.
