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Investortools’ software systems integrate with many vendors already used by our clients.  Using various technologies our systems communicate with the accounting “systems of record”, custodians, and downstream trading systems - among others.

Investortools systems can be also used as a trading “front end” which can include customizable compliance.  Perform^®’s front end functionality brings the unusual advantage of integrating portfolio analytics reporting and other fixed income functionality such as credit analysis and total return attribution.  Client firms have the unique advantage of managing their portfolio assets, trading and compliance, credit analysis, and return risk analysis in one integrated software package.

Investortools also partners with other industry-leading vendors to provide more value to our customers.  These partners include:

The Yield Book Inc.

The Yield Book Inc. (“YBI”), a subsidiary of Citigroup Inc., is a leading provider of fixed income portfolio analytics software. YBI’s broad coverage spans multiple security types, including thorough coverage of mortgage securities. Delivering access to this data through its various products, YBI provides users with powerful analytics including yield, effective duration, convexity, option-adjusted spread and key rate durations – all available at the individual security, trade, portfolio and index levels.  Working closely with Citigroup’s fixed income research team, YBI incorporates industry-leading volatility and prepayment models into its analytics. Additionally, YBI’s product suite allows users to perform advanced analysis including scenario analysis, tracking error, VaR, return attribution and optimization.

For more information, please visit Yield Book.

Merritt Research Services

Merritt Research is a provider of municipal bond credit and issue information.  Merritt Research provides key financial data and operating statistics on over 4,700 credits, with built-in access to official audit images including footnotes.  Merritt Research also provides historical credit memos of particular relevance to understanding credits.  Credit data is primarily delivered through Investortools’ CreditScope^® credit analysis system.  By “linking” credits to issues to portfolio holdings, a fixed income team can access one common system where credit analysts maintain all their credit research, create accurate exposure analysis, and allow portfolio managers to analyze their holdings.

For more information, please visit Merritt Research.

Interactive Data Corporation

Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to Interactive Data Corporation’s fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Interactive Data’s offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. Interactive Data is headquartered in Bedford, Massachusetts and has over 2,400 employees in offices worldwide.

Pricing, evaluations and reference data are provided in the U.S. through Interactive Data Pricing and Reference Data, Inc. and internationally through Interactive Data (Europe) Ltd. and Interactive Data (Australia) Pty Ltd.

For more information, please visit Interactive Data.

Standard and Poor’s

For more information, please visit Standard & Poor’s.