Investortools is honored to receive the award for “Most Innovative Fixed-Income Investment Management Platform Developer” and “Credit Analysis & Data Management System of the Year: CreditScope” in the FinTech Award Series for 2024. The FinTech Awards, organized by Wealth & Finance International, recognizes and celebrates the leading companies within the FinTech Industry enhancing and revolutionizing financial services.
Why Investortools Won
The reliance on technology within financial services is indisputable, with its momentum only continuing to accelerate. As clients increasingly seek platforms that seamlessly integrate with diverse systems, data providers, and trading networks, the demand for a unified workflow across multiple platforms has become critical to maintaining efficiency. Investortools leads this innovation in the fixed-income technology sector, with clients affirming that its automated solutions and advanced trading features are reshaping industry practices.
Investortools’ SaaS platform delivers a seamless, straight-through-processing experience that covers every aspect of the investment lifecycle from portfolio management and compliance to credit analysis, research, execution, and performance analytics. This comprehensive suite of integrated solutions has earned the trust of 60% of Fortune 500 financial firms, solidifying Investortools as a trusted industry partner.
Perform: Portfolio, Order, Execution Management
At the forefront of this transformation is Perform, a robust portfolio, order, and execution management system designed to optimize the fixed-income investment process. By leveraging model-based trade allocation, compliance management, performance attribution, indexing, and trading connectivity, Perform streamlines the management and trading workflow, substantially reducing the traditionally manual processes prevalent in fixed-income and municipal finance.
Central to Perform is the Investortools Dealer Network (IDN), a purpose-built ecosystem that drives automation. The IDN is an industry-first, offering direct click-to-bid and click-to-trade workflows. It provides the most extensive, consolidated view of the live secondary market, enabling users to lift, bid, and negotiate trades without the need to leave the platform. Investortools’ integrations deliver real-time, persistent FIX connections that support comprehensive end-to-end processing, execution details, and custodial allocations. These integrations include connectivity to alternate trading systems (ATSs), direct access to dealer live offerings and Bid Wanteds, as well as numerous sources of reference pricing. Over the past year, seven additional trading connections have been integrated into the IDN, further enhancing its capabilities and expanding traders’ reach.
CreditScope: Credit Research & Analysis
Complementing Perform is CreditScope, a robust credit analysis and data management system powered by data from Merritt Research Services, a wholly owned subsidiary of Investortools. CreditScope is designed to empower users to evaluate portfolios by analyzing the underlying issues and credits, providing a comprehensive approach to managing credit research and risk. With an extensive database of municipal and corporate debt, CreditScope offers data on thousands of issuers and millions of bonds. This data, meticulously collected from multiple sources, is presented in a consistently fielded format, making it easy to compare credits and model creditworthiness without the need for manual data entry.
CreditScope streamlines the often chaotic process of credit research by automating, standardizing, and centralizing information, eliminating the need for independent file storage. It also mitigates risk by leveraging models informed by user-specific methodologies, allowing for the identification of credits that may be undervalued or present significant risks. Additionally, CreditScope actively monitors exposures and credit metrics, providing alerts for credits that require attention. This functionality enhances and accelerates fixed-income credit research, enabling users to analyze more credits in less time. By leveraging the vast data within CreditScope, users can uncover critical information necessary for improving the efficiency and precision of their research.
Mike Green
Chief Operating Officer, Co-Head of Investortools
Investortools Chief Operating Officer and Co-Head of Investortools Mike Green emphasizes, “Our focus on personalized service and innovation has enabled us to build long-term, successful partnerships with our clients. As our clients navigate the complexities of an ever-evolving market landscape, we remain dedicated to enhancing the tools and insights they rely on to achieve their goals with confidence.”
Based on industry rankings, Investortools’ software is relied on by 38 of the top 40 SMA managers to scale and manage their operations. Mike Green reeaffirms this saying, “Our longstanding relationships with many of the market’s leading firms highlight our unwavering commitment to client success, reinforcing Investortools as an essential partner for achieving success in the fixed-income sector.”
Explore the Wealth & Asset Management Award Publication: Fintech Awards 2024
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 Wealth & Financial International
Wealth & Finance International is a global publication dedicated to delivering comprehensive coverage and analysis of the global financial landscape. Their mission is to provide insightful content that empowers investors, financial professionals, and industry leaders. From market trends and investment strategies to in-depth profiles of financial institutions and expert commentary, Wealth & Finance International is a trusted source for navigating the complexities of the financial world.
