Investortools 2018 User Forum

October 17-19, 2018

The Broadmoor




The 2018 Investortools User Forum took place this past October 17-19 at the historic Broadmoor Resort in Colorado Springs!

Unlike previous one-day forums, this year’s event took place over a three-day period which allowed us to provide enhanced content for our clients and to showcase our new additional office in Colorado Springs.

NEW this year were two additional events that took place on either side of the User Forum. On Wednesday, Richard Ciccarone, President and CEO of Merritt Research hosted the Municipal Bond Research Roundtable, and on Friday Investortools offered a Hands-On Lab Experience for all of our clients.

See the agenda for more details and click the “Handouts and Presentations” button for materials (contact your Client Relationship Manager for the password)

The Investortools User Forum is offered a no cost to our clients and is one of the best opportunities to learn about the newest features, best practices, enhancements, and product direction. Our clients receive product specific training, network with other industry leaders, and have many opportunities to expand the value of their Investortools subscription.


Questions about the Investortools User Forum can be directed to Keri Gaul at 630-466-6455 or


We're excited to announce that Investortools 2018 User Forum has a free, official app which you can download to view the agenda, interact with other attendees, receive last minute updates  and more. 

Get our official event app
For Blackberry or Windows Phone, Click here