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Providing Quality Software to Fixed Income Professionals for Over 30 YearsInvestortools 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 efficient solutions.
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News and Announcements
2013 Users Forum
Keynote speaker: Richard A. Ciccarone, Managing Director and Chief Research Officer at McDonnell Investment Management LLC, and President and CEO of Merritt Research Services LLC. 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.
Product informationThe monthly Standard & Poor’s Municipal Index bonds and prices for Custom Index Manager are now available for download as of May 1, 2013. | ||||
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