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Investortools provides integrated fixed income solutions.  This integration operates much like “tabs” in a browser: one software session, but several products combined, depending on your firm’s needs.

This integration allows clients to install a comprehensive fixed income solution that addresses portfolio management, compliance, credit analysis, front end trading, short duration portfolios (including SEC 2a-7 money funds), and fixed income total return attribution.    

Integration With Other Systems

Investortools’ software systems frequently integrate data with the software already used by our customers.  We expect to integrate with other vendor systems and existing workflows.

External data can almost always be imported into Investortools systems.  If Investortools needs to customize a “home” for external data, we can do that by original design.  Our systems also export information “downstream” by creating output in almost any format.  This can include front-end trade inputs.  In many cases we have already created the tools needed for your firm’s situation.  

An elegant architecture allows Investortools to create simple “translator” files, which tell an Investortools system what data is being imported, how it is formatted, and where the imported data should go.

Vendor Partners

Investortools systems work with alongside a number of vendor partners.  Some of these partners are listed on our partners page.

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.