Investortools is proud to sponsor and speak at the upcoming Fixed Income Leaders Summit conference, scheduled to take place in Boston from June 12th to 14th. As the largest buy-side attended event in the industry, this summit will bring together over 700 buy-side firms and fixed-income professionals.
Senior Vice President, James Morris, will join fellow industry leaders for a panel discussion on Thursday, June 13th. The conversation will delve into the latest advancements in liquidity, electronification, and technology that are revolutionizing investing in the municipal bond market in 2024. We are excited to discuss how our innovative platform is empowering clients to streamline their operations. By reducing manual oversight and transitioning to low-touch trading, our automated processes enable clients to source, execute, and allocate bonds effortlessly. Our platform supports POEMS (Portfolio, Order, and Execution Management System), providing a comprehensive solution unmatched in the industry.
Ready to optimize your investment strategy? Join us at the Fixed Income Leaders Summit or connect with us to learn more about how Investortools can transform your approach to fixed-income trading.
James Morris, Senior Vice President
Joining Investortools in a client services capacity, James has dedicated his extensive 22-year tenure fostering numerous relationships with clients and firms. He has been instrumental in shaping the development of the Investortools Dealer Network, which is revolutionizing the world of fixed income. James’s contributions to the sector have earned him recognition on prominent financial platforms like Institutional Investor and Bloomberg Intelligence and HilltopTalks podcasts.
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 FILS
The Fixed Income Leaders Summit is a premier gathering for top professionals in the fixed income industry. This exclusive event brings together thought leaders, innovators, and decision-makers from across the globe for insightful discussions, networking opportunities, and idea sharing. With a focus on fostering collaboration and driving industry progress, the Fixed Income Leaders Summit offers a unique platform for attendees to connect with peers, gain valuable insights, and contribute to the future of fixed income trading and investment.
