Customizable software for your business 

Investortools systems are built upon an architecture that allows broad and efficient customization.  Although we provide a wide range of features and frequent improvements in our software, many clients have firm-specific needs they would like our software to address. 

These needs can range from the simple addition of a few extra data fields in the software, to customization so extensive that it replaces entire legacy systems.  If you are in need of a cost-effective solution to your firm’s unique business challenges, contact our Consulting Services group.

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The strength and efficacy of our investment systems are the inevitable product of our continual client collaboration.


What customizations can we implement for you?


Integrate your existing processes and external data

Integrate your existing processes and external data into Investortools software, to increase efficiency.  For example, your firm may be maintaining data in spreadsheets which can be integrated into Investortools portfolio management, credit analysis, or risk management software.

Automate tedious and repetitive work

Automate tedious and repetitive work.  For example, recurring work such as preparing presentations for clients or Board members can be automated and tailored to your firm’s corporate feel.

Incorporate your logic

Incorporate portfolio managers’ allocation logic and unique portfolio rules to streamline the investment process and stay within compliance guidelines. Want to see how our system structure can integrate with your existing processes, workflow and technology? See our System Architecture

Who do we already integrate with?