Investortools held a recent client webinar on Portfolio Builder, Perform®’s next‑generation trade discovery and portfolio optimization engine that automates portfolio construction, at your pace, whether you’re building or completing full portfolios.
Investortools’ Vice President and Account Executive Reid Frankenberg led the session, joined by Jon Anderson, Co-CEO and Chief Product Officer.
Key Takeaways
- Construct or complete high-quality portfolios in seconds
- Integrates advanced analytics, real‑time market data, and embedded compliance to automatically evaluate thousands of live offerings and Bid Wanteds via the Investortools Dealer Network (IDN)
- Enables a scalable process that builds optimal portfolios while minimizing cash drag
To view the recording of the webinar, please contact your Client Relationship Manager or Account Executive.
About Investortools
For more than four decades, Investortools has been a leading provider of 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.
