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. When you become our client, we assign an individual Client Relationship Manager (CRM), or CRM team, to your account. The CRMs focus on building a relationship with you and your organization and strive to understand your specific needs. They will work with you to help with software installation, user training, assisting with customization requests, and providing ongoing support.

dedicated to understanding your business

Client Relationship Managers work not only with the primary users of the system, they also work very closely with the client’s IT and support groups. 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 CRMs 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.