Integration of predictive pricing data to streamline and enhance fixed income trading workflows
SOLVE and Investortools’ PartnershipSince 1983, Investortools has been an industry leader in fixed-income investment management technology, delivering a comprehensive platform that spans both the municipal and broader fixed-income markets.
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.
Explore More OF SOLVE Solutions
SOLVE solutions represent a powerful combination of data, analytics, and workflow tools that helps the fixed income market bring clarity to their strategies.