Perform

The Market’s Preferred Solution for Fixed-Income Portfolio, Order and Execution Management

Perform is designed with the collective knowledge and experience of thousands of portfolio managers and traders, offering unmatched features that drive growth, reduce costs, and enhance performance.

perform software

Straight-through processing across the entire investment lifecycle

As the premier solution for the fixed-income market, Perform empowers clients to scale their business profitably while enhancing their offerings. Our platform supports this by consolidating the management of all fixed-income aspects into a single, unified system.

Portfolio Management

Data-driven insights and advanced analytics empower you to confidently manage risk, seize opportunities, and optimize performance. Perform provides visibility and control, enabling enhanced investment strategies.

Order Management

Perform manages the entire trade lifecycle, from order origination to trade confirmation. The platform enables you to process unlimited trades across tens of thousands of accounts with ease.

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Execution Management

The native EMS layer provides unparalleled interoperability, supporting powerful trading workflows, deep live-market liquidity, actionable insights, and increased efficiency.

Native Analytics

Real-time analytics unlock new offerings

Proven and powerful analytics support an extensive array of features, from amortization to z-spread. Our trusted analytic foundation underpins sophisticated option-adjusted modeling, comprehensive security modeling, total return analysis, portfolio optimization, order creation, compliance, simulated performance, and beyond.

Portfolio Management and Performance

Sources of portfolio performance are clearly understood

Break down returns into various contributing factors, such as interest rate movements, credit spread changes, and sector/rating allocations. Identifying drivers of performance enables more confident and informed decisions, enhanced risk management, and accountability in investment performance. 

Order Management

Automation streamlines orders, prevents violations, and identifies better bonds

Perform’s OMS features are indispensable to managing a successful SMA business. Its many functions work together to enable clients to run a low-touch business while providing high-touch results. 

Execution Management

Efficient trade workflows boost trade volume

Gain comprehensive visibility into the live market with a consolidated view of liquidity and real-time pricing data. Our solution integrates seamlessly with OMS features to ensure best execution, minimize operational risk through automated processes, and uncover superior investment opportunities.

Unprecedented Connectivity, Extensive Integrations

Empower your trading strategy with the Investortools Dealer Network, where direct dealer connections, robust ATS integration, and industry-leading automation seamlessly integrate with your proprietary trading styles, delivering unparalleled efficiency and control in every trade. 

Perform

Portfolio Management
Order Management
Execution
Credit Research

Investortools Dealer Network

Direct connections to dealers and ATS support live streaming of offers and BWIC. Allows click-to-trade, click-to-bid, and RFQ in Perform.

Investortools FIX Integrations

Real-time, persistent FIX connections for the straight-through processing of execution details and custodial allocations.

Bond Dealers

Live Inventory
BWIC

Alternative Trading Systems

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ICE BondPoint
MarketAxess
Tradeweb
Trumid
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perform investors looking at computer screen with reports

Perform® FSD

Perform for Securities Dealers

With more than 6,000 portfolios, a powerful search engine, and comprehensive trade details, Perform FSD is the must-have system that offers transformative possibilities for your sales and trading desk. 

fixed-income investor looking at papers

Smart™

Short Maturity Portfolio Management and Compliance System

The front-office toolkit for institutions seeking to scale their short-duration investment business. 

Experience the Fixed-Income Solution Preferred by Industry Leaders

See how Perform can drive growth and profitability for your fixed-income business.