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Interested in truly outstanding client service?  So is Investortools.  You will find our service to be excellent “all the way through” – prior to product installation and in the years after. 

Need help “right now”?  A call to Investortools’ client services group will get you the assistance you need.  No need to leave a message.

 More Than a Help Desk!

Our client services are unique in the industry.  Yes, we do answer the phone when you call.  Yes, we do provide the regular assistance a “help desk” provides and beyond that, we bring a different dimension to the notion of ’client support’.  We are client consultants.  We understand our own software and we are  trained in the many technicalities of fixed income.  Each client is assigned a Client Relationship Manager (CRM) who focuses on understanding their client’s business approach and operational processes.  We visit our clients and will conduct training at the customer’s site as needed - no charge.  These are just a few of the reasons our clients often tell us that Investortools provides the best service of any vendor they use.  

 

 

I.T. architecture - learn how Investortools’ technology integrates into your existing processes, workflow and technology.

Contact Us

Do you need a quick solution to a technical problem? With our live remote-assistance tool, a member of our client services team can view your desktop and share control of your mouse and keyboard to get you on your way to a solution.

Type the code you received from your Representative and click the Click Here button to proceed.

Our clients can expect the following commitments and level of service:

  • We remain regularly involved with our clients past the time of installation
  • We provide both on-site and web-based training, support, and assistance
  • Our CRMs advocate on the client’s behalf regarding future product enhancements
  • As requested, we help create customized solutions by facilitating between the client and Investortools’ sales, product customization and development groups