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

Investortools software addresses all the important pieces of fixed income portfolio management.  These pieces include long bond portfolio analysis, short maturity portfolios (including SEC 2a-7 regulatory compliance), fixed income trading, robust compliance, credit analysis and credit risk management, and total return attribution.  

Investortools’ systems are not “one size fits all”.  All Investortools software can be customized to work with a firm’s combination of existing applications and processes. 

Client Service is a top priority at Investortools.  Our Client Services group works diligently with  customers to help solve the many difficult, and time-consuming, challenges faced by fixed income investment professionals.  In addition, we work alongside a number of vendor partners.

Some of the many specific business issues encountered by fixed income professionals are listed below. Click on a button to learn more about the solutions Investortools provides.