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.
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.
- Set rule failures and warning thresholds
- Tie targets to indexes
- Receive real-time exposure alerts
Compliance and strategy are kept distinct
Portfolio managers and traders can maintain their own guidelines, while never overriding true compliance limits.
- Maintain adherence to internal and external audit requirements
- Adjust individual thresholds
- Ensure continuous testing of compliance and strategy
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.
- Drill in to see specific CUSIPs
- Snooze rule failures
- Highlight bonds that should be sold
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
Portfolio Management, Analytics, Trading, and Compliance
- Automated workflows
- Separate account management
- FIX connectivity for streamlined trading
- Risk management and error tracking
Credit Research, Analysis, and Reporting
- Massive credit database
- Tools to evaluate and monitor risk
- Processes to manage credit research
- Municipal and corporate editions
Benchmarking and Performance Attribution
- Allocation attribution reporting
- Index analytics and comparison
- Data transparency
- Customized index aggregation and reporting
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.
