Recently, Michael Nathanson, CEO of The Colony Group, was interviewed on he kitces.com podcast. During the interview Mr. Nathanson recognized Perform, Investortools flagship product.
“Although I will tell you that we actually decided that we were going to use Rebalancer [by Tamarac] for everything except on the fixed-income side. We have fixed-income people who swore by a system called Perform which is owned by a company called Investortools. And that’s a really high-end fixed-income system…”