Streamline your operations with Smart’s trade capture and ticketing
Using Smart, trading and portfolio maintenance consume less time. Smart can function both as a portfolio management system and as a trade capture and ticketing system. Trade tickets can be created as customizable Word documents for printing or email, or alternatively, Smart can generate files for delivery to a downstream system.
Smart was created with the idea of a daily investment flow in mind. For example, because Smart includes compliance tests, it can tell you how much room you have for issuer / obligor exposure while you trade. Smart assists with common operational details like Repo/CP rollovers, and maturities. Smart can can also inform you of upcoming maturities and coupon rate changes, accurately maintain accrued interest, track and report LOC expirations, and adjust uninvested cash balances while you trade.
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.