Fixed-Income Portfolio, Order & Execution Management
Comprehensive, 360° Solutions that Optimize Fixed-Income Investment Outcomes
Unlock the full potential of your fixed-income portfolio management. Streamline decision-making and maximize returns, with full lifecycle tools designed for precision and performance.
Powerful Analytics
Instantly execute complex bond calculations, what-if scenarios, and risk analyses, with greater efficiency and increased accuracy.
Efficient Portfolio Management
Empower radical new levels of speed and growth, automate routine processes, optimize bond allocations, and streamline complexities.
Opportunity Expansion
Find the right bonds faster by overlaying real-time bond inventories on top of credit analysis for powerful market insights.
Flexible and Dynamic Solutions
Craft versatile and adaptive strategies tailored to your specific needs leveraging advanced analytics and customizable tools.
Growth Strategies That Scale
Automate allocation decisions and standardize data analysis to ensure consistent, repeatable, and scalable investment decisions.
Robust Performance Monitoring
Facilitate real-time tracking of risk metrics and attribution through dynamic analytics and fully customizable reporting features.
Inaccurate or incomplete analysis introduces risks that can hinder decision-making. Gain visibility and control over your fixed-income investment strategies with data-driven insights that enable you to confidently manage risk, capitalize on opportunities, and optimize performance.
Streamlined workflows, reduced manual labor, increased efficiency
Our fixed-income portfolio management suite simplifies complexities by integrating real-time data and automated processes into a cohesive platform. Reducing the need for manual data entry and routine tasks significantly cuts down on labor-intensive activities, allowing investment managers to focus more on strategic decision-making.
- Automate routine processes
- Reduce errors and manual effort
- Make informed decisions quickly
AUM growth is achieved while staff levels remain consistent
Investortools scalable solutions spark transformative results. Firms are able to drive greater growth by leveraging an integrated platform of capabilities that enables the efficient, scalable management of more portfolios without needing to expand their teams.
- Easily determine aggregate portfolio needs and source bonds
- Optimize your portfolio construction process
- Automatically allocate trades
Sources of portfolio performance are clearly identified and understood
Sources of portfolio performance are clearly identified and understood
Our platform breaks down returns into various contributing factors such as interest rate movements, credit spread changes, and sector/rating allocations. By pinpointing the drivers of performance, investors can make more informed decisions, enhance risk management, and promote accountability in investment performance.
- Ensure adequate compensation for investment risk
- Leverage benchmarking against peers and indices
- Model potential investment outcomes under various market scenarios
Streamline Secondary Market Trading into One, Centralized System
Buy and sell bonds without leaving the Investortools’ platform.
Investortools Products
Meet the innovative product technology that powers our portfolio management system
Portfolio Management, Analytics, Trading, and Compliance
- Automated workflows
- Separate account management
- FIX connectivity for streamlined trading
- Risk management and error tracking
Credit Research, Analysis, and Reporting
- Massive credit database
- Tools to evaluate and monitor risk
- Processes to manage credit research
- Municipal and corporate editions
Benchmarking and Performance Attribution
- Allocation attribution reporting
- Index analytics and comparison
- Data transparency
- Customized index aggregation and reporting
Maximize Returns With Advanced Portfolio Management Software
Transform your investment strategy with industry-leading fixed-income software. Our platform delivers advanced analytics, streamlined workflows, and flexible investment solutions to help make smarter investment decisions and achieve superior results.
