Investortools systems are built upon an architecture that allows broad and efficient customization. Although we provide a wide range of features and frequent improvements in our software, many clients have firm-specific needs they would like our software to address.
These needs can range from the simple addition of a few extra data fields in the software, to customization so extensive that it replaces entire legacy systems. If you are in need of a cost-effective solution to your firm’s unique business problems, contact our Consulting Services group.
Below are just a few examples of customization we can implement for you:
Integrate your existing processes and external data into Investortools software, to increase efficiency. For example, your firm may be maintaining data in spreadsheets which can be integrated into Investortools portfolio management, credit analysis, or risk management software.
Automate tedious and repetitive work. For example, recurring work such as preparing presentations for clients or Board members can be automated and tailored to your firm’s corporate feel.
Incorporate portfolio managers’ allocation logic and unique portfolio rules, in order to streamline the investment process and stay within compliance guidelines.
System Architecture- learn how Investortools’ technology integrates into your existing processes, workflow and technology.
Investortools, Inc. serves institutional investment organizations by providing portfolio management and credit analysis systems. Our products and services are designed, produced and enhanced to assist users in their analyses and presentations relating to fixed income investment securities.
In addition to our standard products, we serve clients requiring system specialization by designing and implementing customized systems.
Our clients include mutual fund investment advisors, bank trust departments, insurance companies, investment counselors and securities dealers. Our systems are used by portfolio managers, portfolio analysts, securities analysts, representatives of securities dealers and other investment professionals.
Founded in 1983 and incorporated in 1985, we are located in Yorkville, Illinois in the Chicago area.