Delivering Fixed Income Solutions Since 1983

Investortools 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 efficient solutions.  

Portfolio management

Managing bond portfolios is no small task. We provide presentation ready analytics, indexing, modeling and more. Continue

Client services

Get instant telephone access, unlimited product training, report writing, web-based training, dedicated customer support  and more. Continue

Customizable architecture

Investortools systems are built upon an architecture that allows broad and efficient customization. Continue

Credit Analysis

Credit data aggregation and
warehousing, trend analysis on key financial ratios, peer comparisons and more. Continue

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Investortools News

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.