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Investortools’ software is designed to be installed on our clients’ own networks.  All client data is stored behind the client’s firewall. The software is accessed from a common folder, is not technologically intrusive with existing network processes, and can be scaled to multiple locations if necessary using Citrix or Terminal Services.

Our products can integrate into one application as desired, so that customers can have the benefit of one desktop application potentially spanning portfolio management, credit analysis, compliance needs (including 2a-7 money fund and private account compliance), and risk attribution / analysis.

Investortools systems are often integrated into a client’s existing processes and workflow, using software components customized by Investortools.  (See Customization.)

Fixed income analytics are fundamentally based on cash flow analysis. To maintain the complex demands of this task in a manner that is scalable to potentially thousands of portfolios, Investortools has designed a database that is fast, efficient and flexible.  The database has been configured and tuned for the unique requirements of speed and flexibility, that are particular to fixed income and cash flow analytics.

There are no barriers to getting data in and out of our systems.  After more than twenty years in fixed income software, Investortools recognizes that data integration is a key component of adding value for our clients.  If our standard products lack a “landing place” for user-required data, our customization group can make that happen without much fuss.

Technology products must co-exist with existing in-house software and systems. To that end we work with an expanding set of vendor partners.   In the Investortools software achitecture, there is virtually no limit to the number of data imports and exports that can be created. 

 

 

Investortools is developing a secure browser based platform for its products.  At this time, the progress is such that we can already work with your external web site or intranet plans.  If interested, please contact us for more information.

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.