Recently, Michael Nathanson, CEO of The Colony Group, was interviewed on the kitces.com podcast. During the interview Mr. Nathanson recognized Perform, Investortools flagship product.
“Although I will tell you that we actually decided that we were going to use Rebalancer [by Tamarac] for everything except on the fixed-income side. We have fixed-income people who swore by a system called Perform which is owned by a company called Investortools. And that’s a really high-end fixed-income system…”
Access the podcast and transcript
About Investortools
For more than four decades, Investortools has been a leading SaaS provider, delivering solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
