Investortools

Investortools

Investortools provides innovative software solutions for fixed-income asset managers, optimizing workflows and enhancing decision-making across various functions.

Location: United States
Software Type: Web App

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Description

Investortools offers a comprehensive software solution tailored for fixed-income asset managers. The platform is designed to streamline portfolio management, enhance compliance, and automate operations, enabling firms to transition from high-touch to low-touch strategies, which is crucial in today's fast-paced financial markets.
Key functionalities include:
- Automated Portfolio Management: This feature reduces manual effort, allowing managers to focus on strategic decision-making while the system provides intelligent trade allocation.
- Credit Research & Analysis: Users gain access to vital credit insights through a centralized system that integrates various data sources, simplifying the decision-making process.
- Order Management: The Order Management System (OMS) manages the entire trade lifecycle efficiently, from order origination through to trade confirmation, maximizing efficiency and accuracy.
- Execution Management: The system streamlines trading workflows, automates routine tasks, and connects users directly to dealers, optimizing execution and improving overall trading performance.
Investortools is recognized for its commitment to client success, supporting users through implementation and ongoing optimization, fostering scalable growth without limits. Their technological innovations continuously adapt to the evolving needs of asset managers and financial institutions.

Features

Automated Portfolio Management

Reduces manual labor and enables asset managers to handle more portfolios efficiently by automating trade allocation and performance monitoring.

Credit Research & Analysis

Provides holistic credit analysis and digitized research capabilities, allowing users to make informed investment decisions based on standardized data.

Order Management System (OMS)

Manages the entire trade lifecycle, enhancing order processing and communication between front, middle, and back offices.

Execution Management System (EMS)

Streamlines trading operations by automating routine tasks and providing direct dealer connectivity to optimize execution.

Tags

financial technologyinvestment managementportfolio optimizationautomated solutions

Documentation & Support

  • Documentation
  • Support
  • Updates
  • Online Support