Investortools User Event
Discover the latest innovations driving AUM growth and performance across trading, automation, and investment workflows.
Whether you’re fully immersed in automation or taking your first steps, this event gives you direct access to senior leadership, your coverage team, and the insights needed to move forward with confidence.
Why Attend:
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Proven scale: Clients execute over 40,000 trades and $2.25 billion in monthly notional on the Investortools Dealer Network (IDN).
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Operational readiness: Learn how our complete solution—integrating live holdings, cash, accurate basis, compliance limits, portfolio objectives, security terms and conditions, end-of-day and intraday pricing, and venue/dealer connectivity—unlocks a functional, scalable ecosystem.
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Measurable impact: Clients report reducing portfolio-construction timelines from weeks/days to hours using the latest tools.
