During the 2024 Fixed Income Leaders Summit, Senior Vice President James Morris sat down with Dan Barnes with TraderTV to discuss how municipal finance is being transformed by electronic trading and automation. This impact is particularly evident in the increased efficiency of odd lot trading, growing the number of the separately managed accounts (SMAs), and the ability to quickly find optimal trading opportunities in the market.
At Investortools, we successfully guide clients through the transition to automation. By reducing the manual aspects of frequently carried out processes, users are empowered to scale operations and manage increased workloads more effectively. This efficiency is seen in portfolio construction times within our software, where clients are reporting rapid transitions from cash to fully invested portfolios in a matter of days.
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 TraderTV
Trader TV offers timely insight into trading across US and European markets for institutional traders. We give traders an understanding of market conditions, new technology, changes to regulation, and new trading protocols, making trade execution more transparent and keeping them better informed.
