Investortools is honored to receive the award “Best Fixed-Income Investment Management Platform” in the Wealth and Asset Management Award Series for 2024. The Wealth & Asset Management Award Series, organized by Wealth & Finance International, recognizes and celebrates the most deserving and best performing organizations that work hard to serve their clients in the finance and investments landscape. These awards acknowledge selected businesses globally that have demonstrated stellar performances, used innovative technologies, and have created new trends within this fluctuating industry.
Explore the Wealth & Asset Management Award Publication: Wealth & Asset Management Awards 2024
Why Investortools Won
Investortools offers a comprehensive suite of five best-in-class products within a single platform, delivering a holistic solution for fixed-income professionals that spans the entire investment lifecycle. At the core of the Investortools software suite is Perform, a portfolio, order, and execution management system. Perform facilitates performance attribution, model-based trade allocation, pre- and post-trade compliance, and electronic trading connectivity, enabling a seamless straight-through-processing experience.
A pivotal component embedded in Perform is the Investortools Dealer Network (IDN), a first of its kind platform that has transformed the fixed-income trading landscape. The IDN offers unrivaled trading connectivity with real-time, persistent FIX connections supporting the end-to-end processing of execution details and custodial allocations. In addition to live offerings, it provides buy-side clients access to alternative trading systems (ATSs), direct connectivity, the ability to facilitate Bid Wanteds, and intra-day reference pricing from multiple sources. This comprehensive, all-to-all trading connectivity delivers unprecedented market depth, ensuring best execution and no missed opportunities.
By consolidating markets into a single ecosystem, the IDN provides the most comprehensive view of the live, secondary market. The IDN serves as a centralized trading cockpit with direct click-to-bid, click-to-trade access to liquidity. Users can lift, bid, and negotiate trades without the need to pivot away from the system. This enables users to rapidly respond to opportunities as they appear while reducing trading errors.
Complementary to the IDN is Perform’s automation toolkit. Perform’s automation workflows offer unparalleled search capabilities and empower users to execute trades en masse. Once traded, bonds can then be automatically allocated to optimally construct portfolios. These automated processes, combined with the IDN, allow clients to conduct transactions with remarkable efficiency. Clients have reported they are able to reduce the time required to transition from cash to a fully invested portfolio from weeks to hours. The IDN and automated processes are essential in fuelling accounts under management (AUM) growth, especially in the separately managed account (SMA) space.
By leveraging the IDN’s connectivity, market data integrations, and proprietary portfolio management objectives, SMA managers can achieve significantly more with their trading desks. The automated workflows enable clients to reduce account minimums, spend more time enhancing precision in data-driven decisions, and expand their client base while maintaining staff levels. Users are empowered to scale operations and manage workloads more effectively, achieving a higher degree of operational efficiency and effectiveness.
Jon Anderson
Chief Product Officer, Co-Head of Investortools
The Co-Head and Chief Product Officer explains, “We take a long-term perspective when we build products and work with our clients. The effort to build deep analytics, credit research, and customizable workflow tools is now combined with the live tradable market, and it’s changing the game for our clients. The fixed-income market is moving rapidly, and we’re excited to be a part of driving that innovation.”
Underpinning this constant drive to innovation is Investortools commitment to operating on a continuous release cycle. To ensure regular updates, enhancements, and new features, all Investortools’ products adhere to a six-week release cycle where all changes undergo rigorous testing, including staging, development, and production testing phases.
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 Wealth & Financial International
Wealth & Finance International is a global publication dedicated to delivering comprehensive coverage and analysis of the global financial landscape. Their mission is to provide insightful content that empowers investors, financial professionals, and industry leaders. From market trends and investment strategies to in-depth profiles of financial institutions and expert commentary, Wealth & Finance International is a trusted source for navigating the complexities of the financial world.
