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Delivering Fixed Income Solutions Since 1983

Investortools software is used by over 150 financial institutions to manage challenges unique to fixed income portfolio management.  Our customizable software enables firms to combine client-ready reporting with portfolio management, credit analysis, intelligent trading tools, compliance, return attribution, and SEC 2a-7 money fund stress-testing.

From a one-manager office to a firm managing tens of thousands of private accounts, Investortools software can be integrated with your existing processes and systems. Mutual funds, high net worth / SMA account managers, banks, and insurance companies are among the many firms that entrust Investortools to meet their needs.

Client service is a top priority at Investortools.  Our experienced Client Relationship Managers visit our clients on-site to better understand their challenges.  In addition, a growing list of Investortools data partners enables us to provide top-quality analytic information.




What Users Should Expect for GASB 67/68 in CreditScope

Investortools and Bitvore Partner to Bring Proactive Portfolio Monitoring into Perform® (Press Release)

Investortools Incorporates Kalotay’s After-tax Muni Bond Analytics into Perform(Press Release)

Paul R. Daniels, Executive Committee Chairman, was recently interviewed by the Bond Dealers of America. To read the article click here.

For other news, events and data updates click here.


Incorporating taxes is vital to the correct analysis of municipal bonds, because the prices of discount munis are depressed by the tax payable at maturity by the buyer. Investortools has partnered with Andrew Kalotay Associates, the developer of patent-pending tax-aware analytics for munis, in order to bring this essential technology to our clients. Applications include rich/cheap analysis, risk management, and tax management.

This Tax-Aware Resource Center will keep you abreast of related articles and presentations.

Investortools has prepared a white paper that describes a common approach to performance attribution and delves more deeply into the methods used by our Custom Index Manager software. Download the paper