Investortools is proud to make the shortlist status for four different Water Ranking Awards in the following categories:
- Best Buy-Side Order Management System (OMS) Provider
- Best Portfolio Management System Provider
- Best Execution Management System (EMS) Provider
- Best Performance Measurement and Attribution System Provider
Why We Were Nominated
Investortools delivers a comprehensive, straight-through-processing experience covering all aspects of the investment lifecycle. At the core of Investortools’ offerings is Perform®, a Portfolio, Order, & Execution Management (POEM) System. Perform® leverages model-based trade allocation, compliance, FIX connectivity, and performance attribution to enhance user experience. Key features include separate account management, trade automation, robust analytics, and comprehensive compliance testing. Additionally, the Investortools Dealer Network (IDN) facilitates automated trading with direct click-to-bid and click-to-trade workflows. Perform® FSD, a specialized version for institutional fixed-income sales and trading professionals, includes advanced features such as unified portfolio aggregation, rapid bond holder identification, facilitated cross-trading opportunities, seamless export of trade suggestions, insights into recent trading activity, and robust simulation modeling for exploring what-if scenarios. These capabilities maximize efficiency, optimize portfolios, and empower proactive decision-making.
Complementing Perform® is Custom Index Manager™, which empowers fixed-income managers to craft index and portfolio analyses based on total return metrics. By integrating index bonds with portfolio tools, it provides a robust framework for assessing risk and identifying sources of return. Users can access comprehensive taxable and tax-exempt index data from reputable sources and customize benchmarks through custom-weighted, blended, or bespoke configurations. Key features include performance attribution, index comparisons, and comprehensive risk assessments.
Investortools’ software suite also includes specialized products such as CreditScope®, Energy Credit Manager™, and Smart™. CreditScope® offers powerful credit analysis and data management capabilities, Energy Credit Manager™ caters to the unique needs of credit professionals in the energy sector, and Smart™ is designed for short-duration portfolios and 2a-7 funds, enhancing compliance, stress-testing, portfolio management, and trading efficiency. Together, these products form a seamless solution for fixed-income management, streamlining workflows, and enhancing productivity for users. This integrated approach ensures that fixed-income professionals have all the tools they need within a single, cohesive platform.
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.
About WatersTechnology
WatersTechnology is the leading source of news and analysis for the global financial technology and data community. Covering a wide range of topics including market data, trading technology, and regulatory compliance, WatersTechnology provides in-depth insights and expert commentary to help professionals stay informed and make strategic decisions. With a reputation for excellence and a commitment to delivering high-quality content, WatersTechnology is a trusted source for staying ahead in the fast-paced world of financial technology.
