Investortools and SOLVE

End-to-End Product Suite

Investortools’ unified solution brings together portfolio management, order and execution management (OMS/EMS), performance analytics, regulatory compliance (including full 2a-7 testing for taxable and tax-exempt portfolios), and credit analysis. Real-time dashboards, advanced stress-testing models, flexible reporting tools, and historical cash-flow modeling empower portfolio managers, traders, credit analysts, and risk and performance teams to collaborate seamlessly in a single, intuitive environment.

Streamlined Trade Workflow & Liquidity

Through the pairing of a powerful automation toolkit and features like the Investortools Dealer Network (IDN), the platform aggregates real-time market data to support straight-through processing and seamlessly automates the entire trade lifecycle, from pre-trade price discovery to execution and post-trade allocation.

Investortools supports both top-down and bottom-up investment philosophies, helping teams align investment objectives and constraints with operational efficiency and enhanced market access.  This empowers firms to optimize performance and drive billions in trading volume, accelerating AUM growth with minimal manual intervention.

Scalable, Secure Architecture

Delivered as a cloud service, Investortools eliminates hardware maintenance and enables seamless software upgrades. Enterprise-grade security, continuous monitoring, and adherence to industry best practices safeguard data and ensure compliance, even as market dynamics shift.

Proven & Trusted

More than 200 retail and institutional asset firms, SMA managers, broker-dealers, and municipal market participants rely on Investortools to manage over $1 trillion in fixed-income assets. Our deep integrations with leading banks, data providers, trading venues, and industry participants underscore our commitment to ongoing innovation.

Culture & Vision

Built on trust, long-term thinking, and a people-first ethos, Investortools invests heavily in client success and industry partnerships. Our product roadmap emphasizes intelligent simplicity, expanded integrations, and user-driven enhancements, empowering clients to navigate fixed-income complexity with confidence and agility.