Providing Quality Software to Fixed Income Professionals for Over 30 Years
software is used by over 250 financial institutions to manage the daily
challenges unique to fixed income portfolio management and credit
analysis. Customizable by design, our software enables streamlined and
precise reporting, risk-return attribution, stress-testing, trading,
compliance, and much more to meet your specific needs.From the
one-manager office to the firm managing tens of thousands of private
accounts, our software can be integrated with your existing processes
and systems. Mutual fund groups, high net worth / SMA account managers,
banks, and insurance companies are among the many firms that entrust
Investortools to meet their needs.
In addition to working alongside a growing list of data partners to provide quality information, Client Serviceis a top priority. Our experienced Client Relationship Managers visit
our clients on-site to better understand their challenges and provide
2013 Users Forum
- Oak Brook: Friday, May 17
- San Francisco: Thursday, May 23
Keynote speaker: Richard
A. Ciccarone, Managing Director and Chief Research Officer at McDonnell
Investment Management LLC, and President and CEO of Merritt Research Services
Special Presentation: Kalotay Analytics on the importance of after-tax
duration as a risk metric for fixed income portfolio management, especially in
a rising rate environment.
More Info | Register
The monthly Standard & Poor’s Municipal Index bonds and prices for Custom Index Manager are now available for download as of May 1, 2013.