The Market Leader for Fixed-Income Investment Management
Enabling Radical Speed, Efficiency, and Growth for Over Four Decades
Enabling Radical Speed, Efficiency, and Growth for Over Four Decades
Excellence in problem solving
With over forty years of industry expertise, Investortools combines deep industry knowledge with technological agility to ensure we remain at the forefront of innovative solutions that drive success. The Investortools platform offers:
- Customized solutions without compromise
- Automation toolkit for portfolio, order, and execution managment
- Unparalleled interoperability and powerful trading workflows
- Insight into customers' holdings and needs
- Integration of real time strategies and compliance rules
- High quality credit research and analysis
- Connectivity to internal systems and third-party providers
Award Winning Software
Integrations
60+ Trading Connections and Data Integrations
With more than 60 integrations enabling trading connectivity, data offerings, or access to external offerings, Investortools is able to reduce pivoting to different systems and serve as your fixed-income investment management hub.
Product Customization
A System Tailored to Your Needs, Without Constraints
Our support team consists of client representatives and developers who strive to understand the unique challenges of each client. With understanding, they can develop an execution plan to best meet each client’s individual objectives.
Security & Privacy
Fortified Security With Modern Best Practices
Our Governance, Risk, and Compliance Department maintains the highest levels of security and compliance, ensuring security measures evolve to meet the changing landscape to safeguard client data and transactions.
We’re in Good Company
Seamless blend of technology and hands-on support
Investortools prioritizes delivering an exceptional customer experience, positioning itself at the crossroads of innovative technology and personalized support. Our users have immediate, live access to a dedicated support team.
- Availability of team aligns with trading hours - when the market is open, so are we
- Extended support coverage available
- Tailored solutions mean your strategy is optimized, not constrained
Perform sets the gold standard for fixed income separately managed accounts, helping us scale both our taxable and tax-exempt fixed-income business. With powerful features like the Investortools Dealer Network and the inquiry system, we've expanded our offerings, providing new strategies at lower minimums.
Move to Low-Touch Trading
The fixed-income market’s leading portfolio, order, and execution management system. Experience a seamless transition from high-touch to low-touch investment management with solutions that can be customized to meet your distinct needs.
Here’s a short list of what you can expect:
- Maximize returns
- Increase workflow efficiency
- Expand your reach and strengthen your relationships
- Amplify sales
- Understand and better explain your returns
- Reduce risk and analyze more credits in less time
- Power up your desk’s electronic trading
