Unparalleled dedication to your specific business needs

The goal of the Investortools Client Services department is to ensure our customer’s satisfaction. We will do this by providing expert training, comprehensive support, and solutions to our client’s specific business challenges. You will find our service to be excellent all the way through – both prior to product installation and in the years that follow. 


service exceedingly beyond a help desk

Investortools’ Client Services is unique in that we are not a help center. When you call you get a person in either our Chicago or Colorado Springs offices, not an automated system or machine. When you become our client, we assign a Client Relationship Manager (CRM) to your account. The CRM focuses on building a relationship with you and your organization and strives to understand your specific needs. The CRM will work with you to deliver comprehensive solutions to your needs which may include help with software installation, user training, assisting with customization requests, and always providing ongoing support. 

dedicated to understanding your business

Each of our clients are assigned a specific Client Relationship Manager (CRM), who focuses on understanding his or her client’s specific business approaches and unique operational processes. CRMs work not only with the primary users of the system, but they work very closely with the IT and support groups at the client’s location. They also travel to visit their clients as needed and conduct on-site training at no extra charge. If a client requests software customization, our Client Services staff works closely with our developers to make sure the client’s request and needs are met. Because our Client Relationship Managers understand our software and are trained in the technicalities of fixed income, they are able to serve our clients on a more personal level. These are just a few of the reasons why our clients often tell us that Investortools provides the best service in the industry.