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The operational problems of trading and compliance will often drive scalability in the separate account world. Perform® FPC includes features that streamline these operational components. You are able to manage more assets (both in size and complexity), by leveraging your portfolio software instead of adding headcount. Perform® FPC allows for easy manipulation of portfolios to determine what trades should be executed. Managers can identify the effect of proposed trades on a portfolio, including allocated trades. Managers can simulate trades in multiple yield environments. When Perform® FPC is used as a trade entry system, managers can see the impact of the day’s trades on their portfolios’ holdings and account cash balances. Pre-trade compliance functionality and a rules-driven trade allocator can assist managers with investing cash while respecting account restrictions. |
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. |
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