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In a high scrutiny environment, leading fixed income managers use Smart™ to help them save time and increase flexibility.  While streamlining through operational and compliance issues, Smart™ allows managers do everything from presentation and reporting, to compliance and trade ticketing.  And it works affordably with your existing systems, integrating into your existing processes.

Smart™ provides the tools you need at low cost.  There’s no need to buy expensive compliance software or to maintain spreadsheet systems.   Leading short maturity managers use Smart’s suite of standard features - such as pre and post-trade compliance (both SEC Rule 2a-7 and individual account compliance), exposure reporting, and trade entry, alongside enhanced standard analytics.  Smart™ advances your reporting capabilities with standard features such as  “break the buck” analysis, impact of simulated redemptions and spread changes, cash flow projections, and credit integration - combined with alterable reports and graphs.  The information below this video describes the operational assistance Smart™ further provides.

Smart™ can be combined with Investortools’ widely-used CreditScope^® credit analysis software.  This integration allows both short and long bond managers to combine portfolio management and credit analysis into one software system, accessible across many departments and locations.  CreditScope^® is used by ratings agencies and nearly 100 money managers. 

Investortools’ non-commissioned sales force would be glad to provide an internet demonstration of Smart™ (or any Investortools software) on request.  Contact Investortools’ sales group at 630-553-0040 (sales), or use the contact form on this site.