Delivering Fixed Income Solutions Since 1983
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 Service is a top priority. Our experienced Client Relationship Managers visit
our clients on-site to better understand their challenges and provide
Managing bond portfolios is no small task. We provide presentation ready analytics, indexing, modeling and more. Continue
Get instant telephone access, unlimited product training, report writing, web-based training, dedicated customer support and more. Continue
Investortools systems are built upon an architecture that allows broad and efficient customization. Continue
Credit data aggregation and
warehousing, trend analysis on key financial ratios, peer comparisons and more. Continue
Visit Our Blog
Paul R. Daniels, Executive Committee Chairman, was recently interviewed by the Bond Dealers of America. To read the article click here.
Investortools has prepared a white paper that describes a common approach to performance attribution and delves more deeply into the methods used by our Custom Index Manager software. Download the paper
The April product release is available. The next release is scheduled for May. Contact your client relationship manager for more information.
For other news, events and data updates click here.