Investortools, Inc. serves institutional investment organizations by providing portfolio management, credit analysis, and total return risk analysis software. Our products and services are designed and enhanced to assist fixed income users in their analyses and presentations relating to fixed income investment securities.
In addition to our standard products, we often provide customization of our software to clients. By designing and implementing customized versions of our software, we can integrate into existing processes and satisfy business needs ranging from portfolio analysis to account presentations, compliance, and fixed income trading.
Investortools clients cross a broad range of company type. These include mutual funds, banks and bank trust departments, insurance companies, investment counselors, ratings agencies, and securities dealers.
Founded in 1983 and incorporated in 1985, we are located in the western suburbs of the Chicago area.
Core Values
Dependence on God
Client-centered perspective
Long-term strategic focus
Our Commitment
We will listen to our clients
We will provide comprehensive service and support to our clients on a timely basis
We will continually enhance our institutional investment systems
A message from co-founder Paul Daniels
As a co-founder of Investortools, with Dan Daniels,
I invite you to contact me anytime you believe our products or services do not provide more value than what you pay – or if you
have a suggestion for the Company’s general management.