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Perform® delivers hundreds of standard reports and graphs. These reports and graphs allow users to review their portfolios and holdings in a flexible manner. Sort orders, data filters, groupings, details, and summaries all under user control. Perform®’s reporting engine provides details on almost everything. Examples are reports available on transactions, current holdings, sectors, exposures, cash flows, historical changes, and even De Minimis analysis for tax-exempts. Graphs allow drilldown into the trends and outliers that graphical analysis can reveal. All reports and graphs can be exported to spreadsheet and word processing software with a click of the mouse. Perform®’s reporting is highly flexible and easy to customize. Perform® was engineered to provide almost unlimited reporting flexibility under user control. Users should consider the hundreds of reports and graphs delivered at installation to be just a starting point for the further analyses they can produce within the system. |
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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