Investortools Expands Fixed-Income Electronic Trading Capabilities with Brownstone Integration

Posted on 12.14.23
Featured Posts, Press Release
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December 14th, 2023 08:00 AM Eastern Daylight Time

COLORADO SPRINGS and NEW YORK – Investortools, Inc. is thrilled to announce its latest collaboration with Brownstone Investment Group, LLC, a leader in fixed-income electronic trading, marking a significant addition to the Investortools Dealer Network. This integration extends the reach of market participants, providing them access to a robust, live secondary market environment, while collectively strengthening electronic municipal trading capabilities.

As part of this integration, Brownstone will contribute thousands of live and executable bids and offers, further expanding market participants’ direct connectivity to trade securities in the secondary market. Brownstone’s Head of Municipal Trading, Josh Rosenblum, comments on the new partnership saying “Brownstone has been at the forefront of developing cutting-edge technology for pricing and trading munis accurately and efficiently. Joining the IDN is a leap forward, enhancing our trading partners’ workflows by granting them direct access to significantly enhanced liquidity.”

“Investortools and Brownstone have consistently led the way in developing groundbreaking solutions for the fixed-income market,” says James Morris, Senior Vice President at Investortools. “This latest integration exemplifies the mutual commitment of both organizations to ensuring client success through the realization of “low touch” electronic trading opportunities.” Douglas Lowey, Chief Executive Officer at Brownstone, shared his perspective on the partnership, stating, “This collaboration with Investortools reaffirms Brownstone’s 25 years of unwavering dedication to pioneering electronic fixed-income trading solutions. It revolves around fortifying our enduring relationships through enhanced electronic channels, thus elevating market efficiencies for our trading counterparties.”

The Investortools Dealer Network is a purpose-built ecosystem that natively facilitates trading automation and access to the largest consolidated view of the live, secondary market. The IDN empowers users to efficiently bid and execute trades at scale. Key workflows include:

  • Direct-to-bid and direct-to-trade workflows
  • Allocate with user-defined rules using an industry-leading Automatic Allocator
  • Leverage intra-day evaluated pricing to discover opportunities and power automation
  • Execute and manage orders within the system, fostering a more efficient trading environment

About Investortools

Having continually innovated to serve the needs of the fixed-income marketplace for four decades, Investortools’ systems have become a prerequisite for success for fixed-income investment management. Investortools’ comprehensive suite of products are available as a SaaS solution, addressing all aspects of the investment lifecycle from portfolio, order, and execution management to performance analytics and attribution, 2a-7 compliance, and credit analysis. Investortools is a trusted partner for more than 200 retail and institutional SMA managers, fund managers, broker-dealers, and fixed-income market participants who manage over $1 trillion in assets within the platform.

About Brownstone Investment Group, LLC

Established in 1998, Brownstone Investment Group, LLC, a pioneer of fixed-income electronic trading, is a Broker-Dealer/Investment Bank headquartered in New York City with satellite offices providing a global reach. For 25 years, Brownstone has built a reputation as a trusted trading partner across a full spectrum of fixed-income asset classes. With over 2,000 counterparties, Brownstone’s core trading desks include municipal debt, corporate debt, structured products, and preferred equities.

Investortools Product Contact:
James Morris
Senior Vice President
james.morris@invtools.com
630.466.6465 

Investortools Media Contact:
Jessica McDaniel Marketing Lead
Jessica.mcdaniel@invtools.com
719.621.6364 

For more information about Brownstone, LLC:
Josh Rosenblum
Head of Municipal Trading
jrosenblum@brownstone.com
212.905.0581

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