Perform®
Perform® is a fixed income portfolio analysis system which combines extensive portfolio reporting, total return analysis, and portfolio simulations into one complete package.
Perform® FPC
Perform® FPC (Perform® For Private Clients) is a powerful portfolio management tool for managers who manage private investment accounts.
Perform® FSD
Perform® FSD (Perform® For Securities Dealers) allows securities dealers to import & analyze buy-side portfolio, propose trades in portfolio context, and to improve sales and productivity.
Custom Index Manager™
Measure performance and create total return attribution analysis using all the bonds in the Standard & Poor’s / Investortools Municipal Bond Index or the Barclays tax-exempt indexes.
Smart™ Short Maturity Portfolio System
Ensure Rule 2a-7 and other account compliance, combine portfolio management with trade ticketing, run cash flow projections and more.
CreditScope® Corporate & CreditScope® Municipal Edition
Increase efficiency with these comprehensive credit analysis engines that provide data, analytics and modeling.
Energy Credit Manager TM
Credit data, credit analysis within sectors, and counterparty risk management for the energy industry.