Vendor Partners

Business partnerships and outside system integration

Investortools software systems integrate with many other systems you already use – communicating with the accounting systems of record, custodians, and downstream trading systems.

Integrate it all with Investortools®

Investortools systems may also be used as a front-end trading platform, which can include customizable compliance. Perform’s front-end functionality brings the unique advantage of integrating portfolio analytics, reporting, and other fixed income analysis such as credit research and total return attribution.


Our continual mission to improve portfolio management includes partnering with these industry leaders:



Best Credit Data is a leading provider of evaluated pricing for
Municipal and Corporate bonds.  Best Credit Data delivers daily
evaluated prices for the full universe of approximately 1.25 million municipal bond products in the US market, including investment grade, high yield, derivatives, single and multi-family housing, and taxable municipals (BAB, Student Loan, Public Improvement).

For more information, please visit Best Credit Data.

Bitvore Corp.

Bitvore Corporation, founded in 2010, is a business software company in Irvine, CA with employees in California and New York. Bitvore develops advancements in artificial intelligence to offer executives and investment professionals personalized, proactive and precise intelligence about businesses of the world.  

For more information, please visit Bitvore.

Bloomberg barclays Indices

The Bloomberg Barclays Indices continue a forty year tradition of market leadership, excellence and client service. They offer unmatched market coverage, including global fixed income, inflation-linked and swap benchmark indices. A full suite of customized index capabilities are also available.

For more information, please visit Bloomberg Barclays Indices.

Bloomberg® Data License

Bloomberg’s Enterprise Solutions delivers a suite of products and services that enables clients to seamlessly and transparently manage their data and technology infrastructure from the desktop end-user through to back-office operations. Our products and services build-on Bloomberg’s core strength – leveraging technology to allow customers to access, integrate, distribute and manage content across an organization more efficiently. Enterprise Solutions provides the scalability and reliability of Bloomberg’s own global infrastructure and a keen understanding of how to manage financial information across a global organization. 

Investortools’ Perform® product and Smart® product are registered with Bloomberg’s Enterprise Solutions Partner Program, meaning that they can integrate with Bloomberg data and technology.  

For more information, please visit Bloomberg.

Chapdelaine Tullett Prebon

For over 30 years, Chapdelaine, the wholly owned subsidiary of Tullett Prebon Financial Services (T.P.F.S.) has built its reputation as the preeminent municipal broker’s broker. Coupling our traditional voice brokerage comprised of 40 brokers across 4 regional offices with best in class technology, we offer the most comprehensive and efficient bid wanted procurement option available. With a unique concentration on SMA managers, our customer-centric focus aims to accommodate their requirements whilst satisfying the regulatory driven evolution within the marketplace. T.P.F.S. earned the distinction as a global leader in interdealer brokerage, operating as an intermediary in the wholesale financial and energy sectors. Maintaining offices in 24 countries, we offer voice, electronic, hybrid, algorithmic matching and risk mitigation platforms across the spectrum of financial instruments. 

For more information, please visit Tullett Prebon

CUSIP Global Services

CUSIP Global Services (CGS) is dedicated to driving efficient trading, clearing, and settlement in capital markets throughout the world by providing a unique common language for identifying financial instruments across institutions, exchanges, and nations. With over 40 years of experience in the securities identification business, CGS is the world leader in developing innovative solutions to reference data challenges.

 For more information, please visit Cusip Global Services

ICE Benchmark Administration Limited

ICE Benchmark Administration Limited (IBA) was established in July 2013 following an announcement by the Hogg Tendering Advisory Committee, an independent committee set up by the UK government to select the new administrator for the London Interbank Offered Rate (LIBOR).
ICE LIBOR provides an indication of the average rate at which a LIBOR contributor bank can obtain unsecured funding in the London interbank market for a given period, in a given currency. Individual ICE LIBOR rates are the end-product of a calculation based upon submissions from LIBOR contributor banks.

For more information, please visit ICE Benchmark Administration Limited.

ICE BofAmL Indices 

ICE BofAML Indices combines leading reference data, evaluated pricing and analytics along with an established track record in index provisioning spanning 50 years to deliver unique, best-in-class index solutions. Dedicated to innovation and flexibility, we offer a wide range of indices and customized solutions to address the demands of a changing landscape.

For more information, please visit ICE BofAML INDICES.


IHS Markit provides industry-leading data, software and technology platforms and managed services to tackle some of the most difficult challenges in financial markets. We help our customers better understand complicated markets, reduce risk, operate more efficiently and comply with financial regulation. Our services benefit the entire financial enterprise, from traders, portfolio managers, risk managers, compliance officers and operations teams to regulators and many others.

We provide high-quality, independent pricing data across a wide range of fixed income and derivative asset classes.

Our data enables financial institutions to make informed decisions
around trading, valuations and risk management.

For more information, please visit IHS Markit.

Interactive Data

Interactive Data Corporation is a trusted leader in financial information. Thousands of financial institutions and active traders, as well as hundreds of software and service providers, subscribe to Interactive Data Corporation’s fixed income evaluations, reference data, real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions.

Pricing, evaluations, and reference data are provided in the U.S. through Interactive Data Pricing and Reference Data, Inc. and internationally through Interactive Data (Europe) Ltd. and Interactive Data (Australia) Pty Ltd.

For more information, please visit Interactive Data.

Kalotay Analytics

Kalotay Analytics provides high-speed, high-precision software to some of the most sophisticated fixed income market participants. From real-time pricing of bond ETF’s to instantaneous MBS portfolio analysis for risk managers, its patented technology performs computationally intensive calculations in nanoseconds. The latest addition to its suite of libraries is MuniOAS™, which brings after-tax OAS-based valuation to munis and captures their true price sensitivity to interest rates.

For more information, please visit Kalotay Analytics.


Lumesis, Inc. is a Software-as-a-Service (SaaS), cloud-based financial technology company dedicated to delivering simple-to-use, powerful technology for the Fixed Income Municipal Marketplace. Providing access to hundreds of datasets from more than 100 sources, DIVER solutions leverage the most current economic and demographic data available from both public and private sources.

For more information, please visit Lumesis, Inc.


Mergent, Inc. is a leading provider of business and financial data on publicly listed global companies. For over 100 years, Mergent has been a trusted partner to academic, corporate, and financial research professionals and institutions worldwide. Today, Mergent is creating global financial data solutions daily, combining expertise with the latest technology for clients.

For more information, please visit Mergent, Inc.

Merritt Research Services, LLC

Merritt Research Services, LLC is an independent research and data provider focused primarily on credit information related to municipal bonds. Our goal is to provide and maintain the highest-quality set of comprehensive financial and supplemental data in the municipal finance industry; data that is ready for basic and advanced analytical evaluation, statistical comparisons and modeling. 

For more information, please visit Merritt Research Services.

Moody's Analytics

Moody's Analytics Structured Finance API Library provides cash flow data, for structured credit holdings, to Investortools' proprietary risk analytics platform which provides risk measures and cash flow modeling for Investortools' client portfolios.

For more information, please visit Moody's Analytics


MuniAxis is designed to provide an efficient transaction flow between sellers and buyers, particularly small blocks of bonds - improving results for all participants.

For more information, please visit MuniAxis

Municipal Bond Information Services

MBIS is a group of eleven firms, including ten that specialize in municipal inter-dealer brokerage, that have assembled to create a consortium for the purpose of aggregating the market data generated by businesses of these entities.

MBIS’ goal is to promote improved municipal market price transparency and enhance monitoring and pricing practices through a variety of approaches and services offered:

  • Reach a broad audience of Municipal Market Investors and Market Professionals with data that will improve their understanding of market pricing, available inventory, and assist them in making more informed investment decisions.

  • Improve the quality of municipal market information within Institutions to improve operating processes related to valuation and price monitoring of key accounting and client reporting systems.

For more information, please visit MBIS.


The MSRB protects investors, state and local governments, other municipal entities, and the public interest by promoting a fair and efficient municipal securities market. The MSRB fulfills this mission by regulating the municipal securities firms, banks, and municipal advisors that engage in municipal securities and advisory activities. To further protect market participants, the MSRB provides market transparency through its Electronic Municipal Market Access(EMMA®)website, the official repository for information on all municipal bonds.

For more information, please visit the MSRB.


MuniNet Guide is a municipal research website focusing on state and local government, public finance, municipal bonds, and U.S. demographic and employment trends. MuniNet provides cutting-edge, unique commentaries and perspectives on timely municipal topics, including fiscal distress, Chapter 9, and public pensions, as well as links and articles pertaining to the various sectors of the municipal bond market – including education, healthcare, housing, infrastructure, and more. The site also streamlines data on U.S. states, counties and cities, providing a snapshot view of local demographic, economic, and employment trends.

For more information, please visit     



Founded in 2003, RMG Financial Consulting provides credit risk management services and related products to power producers, utilities, energy traders, oil companies, natural gas producers and pipelines, municipal utilities, power cooperatives, and others in the financial and energy industry. Their services and products are tailored to credit professionals in the energy industry, and they recognize the importance of our independence as an objective third party, which is reflected in their in-depth credit reports and credit scoring.

For more information, please visit RMG Financial Consulting.


S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average® . More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has become home to over 1,000,000 indices across the spectrum of asset classes that have helped define the way investors measure and trade the markets.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence.

For more information, visit

Securities Quote xchange

Securities Quote Xchange (SQX) offers a web-based solution that allows downloading of end-of-day price quotes, and streams them directly into the firm’s back office systems via Excel or sFTP. SQX currently maintains a relationship with over 400 domestic and foreign dealers, who provide clients with pricing data on fixed income instruments, swaps and OTC options through SQX. Beginning in 2015, SQX has offered daily end of day Fixed Income and Derivative Price Evaluations. In the fall of 2016, SQX teamed up with Mergent, allowing for an even broader range of Fixed Income Price Evaluations along with Mergent data. 

For more information, please visit Securities Quote Xchange


The Yield Book is the trusted and authoritative source for fixed income analytics that enables market makers and institutional investors to perform complex and accurate portfolio analysis and risk management. Now in its third decade, The Yield Book carries on its legacy of helping clients distill large quantities of complex data in order to reach a decision point.

The Yield Book’s leading models are developed in collaboration with Citi research and strategy teams, and used by Citi’s own traders. Yield Book products offer analytical insight into an extensive range of financial products in the fixed income space including Governments, Agencies, Corporates, High-Yield, Emerging Markets, Mortgages, ABS, CMBS, CMOs, and Derivatives. Powerful technology utilizing dedicated centralized servers ensures reliable, prompt data delivery. The Yield Book’s global team of analysts and engineers provide training, analytics, usage, and technical support to customers around the world.

For more information, please visit YieldBook


Thomson Municipal Market Monitor (TM3) comprises several key elements: news, primary market information, MMD proprietary yield curves and commentary, MSRB trade reporting tools, MuniView CUSIP and deal lookup functions, MuniStatements, and the MMD VRDN network, from which the SIFMA index is derived.

For more information, please visit Thomson Reuters TM3.