Many of the prominent firms in fixed income portfolio management use Investortools’ systems.  Since 1983, Investortools has created software for use by both taxable and tax-exempt managers.  Our products are affordable to the one-manager office – yet scalable for single installations exceeding 20,000 private accounts.

Investortools software products address the important pieces of fixed income portfolio management.  These include advanced portfolio analysis, solutions for short maturity portfolios (including 2a-7 compliance), fixed income trading, private account compliance, sector-specific credit analysis and credit risk assessment, fixed income total return attribution, and corporate or tax-exempt credit data.  

Investortools’ systems are not “one size fits all”.  Because every firm has unique processes, Investortools software can be customized. 

Client Service is a top Investortools priority.  Our client services group works diligently with our clients to solve some of the most difficult, and time-consuming, challenges faced by fixed-income investment professionals. 

Below are some of the specific challenges confronting fixed income investment professionals. Click on a button to learn more about the specific solutions and software Investortools provides.