Fixed-Income Portfolio Management & Compliance Solutions

Global Management of
Strategy and Compliance

Always-on compliance ensures adherence to compliance mandate restrictions, portfolio manager convictions, and individual client customizations.  

24/7 Reliability and Peace of Mind

The always-on compliance engine integrates with automated trade allocation, eliminating violations and guiding trading decisions.

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Constant Compliance Reporting

Robust pre- and post-trade reporting allows users to view the status of a portfolio or entire strategy at any given time.

Our Software, Your Terms

Setup strategies offer customizable rules for portfolios. This flexibility allows for alignment with investment objectives and risk tolerance.

Rule Deviation Monitoring

Monitor all rule violations with detailed tracking, including the user, date, time, and the reason for any deviation from the strategy.

Tracking compliance and strategy limits across tens of thousands of portfolios can seem like an insurmountable task. Perform simplifies rule definitions, individual portfolio customizations, permissions, and workflows to ensure easy compliance processes.

Rules integrated with trading

All trading features are natively integrated with rules, ensuring that recommended trades consistently meet compliance standards.

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Compliance and strategy are kept distinct

Portfolio managers and traders can maintain their own guidelines, while never overriding true compliance limits. 

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Centralized view of all violations

Downgrades or other events might move a bond out of compliance. The platform identifies which bonds are failing and why. 

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Streamline Secondary Market Trading into One, Centralized System

Buy and sell bonds without leaving the Investortools’ platform.

Investortools Products

Meet the innovative product technology that powers our portfolio management system

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Portfolio Management, Analytics, Trading, and Compliance

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Credit Research, Analysis, and Reporting

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Benchmarking and Performance Attribution

Turn Reactive Compliance Into Proactive Trades

Realize the game-changing advantages of compliance and strategy parameters that reduce the universe of available bonds to a manageable size.