Solutions for Fixed-Income Operations
Streamline Trade Settlement and Operational Goals
Using Perform’s robust reporting, automation, and trade settlement tools, you can spend less time troubleshooting and more time growing your business.
Powerful Automation
The Task Scheduler, commands framework, and web services tools enable automated workflows and reduce manual tasks.
Advanced Reporting
A robust yet user-friendly solution that generates screen reports and exports data to output files or web service requests.
Intelligent Data Tools
Perform maintains data history and identifies reconciliation breaks to quickly and easily resolve trade issues.
Precise Integration
Out-of-the-box integrations ensure information is sent to other systems promptly and accurately, reducing errors and streamlining trade settlement.
Time spent troubleshooting trade issues and data breaks detracts from strategic growth initiatives. Investortools' automation, reporting, and integration capabilities proactively resolve potential problems, freeing up time for more high-level tasks.
Investortools Hosting
Cumbersome systems can slow down workflows, introduce interruptions, increase maintenance costs, and raise security concerns. Our SaaS platform reduces operational costs, enhances security, and boosts efficiency for peak performance.
A Highly Integrated Tool that Fits into Your Technology Stack
Integrations make Perform a natural and easy addition to your business.
- Reduce errors and minimize manual entry
- Accelerate implementation with access to a library of standard integrations
- Achieve straight-through-processing with custom upstream or downstream integrations
Proactive Issue Resolution
The unified system provides instant visibility into data flows, trading, and compliance. Perform’s robust data dependencies and requirements uncover issues and provide alerts when they arise.
- Customize automated alerts that raise awareness to database events or data issues
- View trade information immediately as trades are executed, allocated, and completed
- Easily understand and resolve data reconciliation breaks between Perform and your IBOR/custodian
Trade Settlement Simplified
Standard integrations, report-writer, and automation tools eliminate the need for manual trade settlement.
- Direct FIX integration with DTCC CTM for communicating trade details and allocation instructions
- Standard delivery mechanisms available (SFTP, AWS S3, Email, or custom API / FIX integration)
- Options for easy re-allocation and trade correction either same-day or a following day
Streamline Secondary Market Trading into One, Centralized System
Buy and sell bonds without leaving the Investortools’ platform.
Investortools Products
Meet the innovative product technology that powers our portfolio management system
Portfolio Management, Analytics, Trading, and Compliance
- Automated workflows
- Separate account management
- FIX connectivity for streamlined trading
- Risk management and error tracking
Credit Research, Analysis, and Reporting
- Massive credit database
- Tools to evaluate and monitor risk
- Processes to manage credit research
- Municipal and corporate editions
Benchmarking and Performance Attribution
- Allocation attribution reporting
- Index analytics and comparison
- Data transparency
- Customized index aggregation and reporting
