Investortools is honored to continue its ongoing sponsorship of the Fixed Income Leaders Summit (FILS), and we’re excited to be exhibiting at this year’s event.
As the fixed income landscape grows more complex and competitive, technology that supports automation is no longer optional—it is essential to maintaining alpha. At this year’s summit, the Investortools team will be onsite to discuss how our suite of solutions is reshaping the way investment teams construct portfolios, execute trades, and scale their operations.
Investortools Solutions: Technology That Powers Competitive Advantage
In today’s markets, success depends on both precision and speed. Investment teams are navigating evolving mandates, tighter constraints, and rapidly shifting opportunities—all while delivering consistent performance.
Investortools helps firms do this through its Perform® product, which provides a streamlined, end-to-end solution for portfolio, order, and execution management. Within Perform, Portfolio Builder has emerged as a key accelerator for firms looking to scale, bringing advanced optimization capabilities to the portfolio construction process.
Rather than building portfolios one security at a time, Portfolio Builder takes a holistic approach—starting with the end in mind. By simultaneously evaluating objectives, constraints, and available opportunities, teams can:
- Move from cash to fully invested portfolios faster
- Reduce last-minute trade-offs and idle cash
- Apply decisions consistently across accounts
- Scale portfolio construction without sacrificing control
With full visibility and control throughout the process, teams can review, refine, and execute decisions with confidence while dramatically improving efficiency. This ensures automation enhances, rather than replaces, portfolio manager expertise.
Advancing Market Connectivity with the Investortools Dealer Network
In addition to portfolio construction, having strong market connectivity and access to liquidity is just as important—and that’s where the Investortools Dealer Network (IDN) continues to deliver real value.
The IDN provides extensive trading capabilities that empower:
- Support for multi-platform RFQs, BWICs, standing offers, and corporate bond trading
- Connections to more than 20 dealers and 4 ATSs
- Over 80 connected buy-side firms
- Average notional trading volume of $3.82 billion per month
This level of connectivity enables greater transparency, improved execution efficiency, and more opportunities for price discovery—helping market participants operate with greater confidence and agility.
Connect with the Team at Booth 27
Our leadership and subject matter experts will be onsite throughout the event and look forward to connecting:
- Jon Anderson | Co-CEO, Chief Product Officer
- Mike Green | Co-CEO, Chief Operating Officer
- James Morris | Senior Vice President, Head of Sales
- Chris Haen | Vice President, Trading Development
- Bobby Herron | Vice President, Account Executive
Whether you’re looking to modernize portfolio construction, enhance trading workflows, or expand market connectivity, our team is ready to explore how Investortools can support your goals.
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.
About FILS
The Fixed Income Leaders Summit is a premier gathering for top professionals in the fixed income industry. This exclusive event brings together thought leaders, innovators, and decision-makers from across the globe for insightful discussions, networking opportunities, and idea sharing. With a focus on fostering collaboration and driving industry progress, the Fixed Income Leaders Summit offers a unique platform for attendees to connect with peers, gain valuable insights, and contribute to the future of fixed income trading and investment.
