Investortools
Investortools is a privately held US software company providing fixed-income portfolio management, execution, credit research, and dealer-network connectivity SaaS to over 200 financial institutions including asset managers, RIAs, banks, and trust companies.
- Company typePrivate
- Founded1985
- HeadquartersYorkville, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Investortools does
Investortools, Inc. is a privately held US software company that has provided fixed-income investment management technology for over 40 years. Its platform automates the full fixed-income investment lifecycle, including portfolio construction and performance analytics, execution management, credit research, compliance, bond sales, and operations, and is used by more than 200 financial institutions including asset managers, RIAs, trust companies, mutual funds, ETFs, banks, insurance companies, and public finance entities. The product suite is anchored on the Perform® portfolio management platform, supplemented by CreditScope® (credit research, including an Energy Credit Manager vertical module and Merritt Research Services data), Smart™ (execution and SMA automation), Custom Index Manager, and the Investortools Dealer Network, an electronic connectivity layer that embeds dealer trading desks (including PNC Capital Markets, Morgan Stanley, and TD Securities) directly into the portfolio management workflow. The company markets AI-driven trading analytics as part of ongoing ATS modernization efforts supporting low-touch portfolio construction.
Investortools monetizes through quote-based enterprise SaaS subscriptions billed annually, supported by direct field sales and a consultative demo-driven buying process typical of B2B financial software. Distribution combines direct enterprise sales with channel leverage through the Dealer Network, which doubles as both a product feature and an embedded distribution mechanism. The company is privately held and founder/management-controlled under Chairman and Founder Paul Daniels, with no disclosed venture or private equity backing, and operates from Yorkville, Illinois, with 51-100 employees. Its go-to-market is supported by content marketing, industry-event sponsorship (e.g., 2026 Bond Buyer Tech Forum), email newsletters, and a broad set of data and infrastructure partnerships with Bloomberg, Fitch, ICE, LSEG, MarketAxess, Moody's, Morningstar, Tradeweb, Trumid, and Millennium. The company's stated scale metrics — trillions in client assets on the platform, 200+ institutions, 40+ years of market leadership, and 4+ releases per year — point to a mature, category-leading software franchise with steady rather than venture-style growth dynamics.
Investortools firmographics
Firmographics- Name
- Investortools
- Legal name
- Investortools, Inc.
- Website
- https://invtools.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Investortools is a privately held US software company providing fixed-income portfolio management, execution, credit research, and dealer-network connectivity SaaS to over 200 financial institutions including asset managers, RIAs, banks, and trust companies.
- Ownership category
- akta.pro rank
Investortools industry classification
Industry- Product category
- Fixed-Income Investment Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)
Keywords
Where Investortools is headquartered
LocationHeadquarters
- HQ city
- Yorkville
- HQ country
- United States
- HQ region
- North America
Markets served
Investortools business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Subscriptions: SaaS-based fixed-income portfolio management software sold to asset managers, banks, and institutional investors. Pricing is quote-based, suggesting enterprise licensing rather than self-serve.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription model — pricing not publicly disclosed. |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Investortools product offering
Product offeringCore offering
Investortools develops and licenses an enterprise SaaS platform for fixed-income investment management, delivering portfolio management and performance analytics, execution management, credit research, compliance, and operations tools. Core products include Perform® for portfolio management and analytics, CreditScope® for credit research, and the Investortools Dealer Network for electronic connectivity between institutional investors and bond dealer trading desks. The platform is offered to asset managers, RIAs, trust companies, banks, insurers, mutual funds, ETFs, and bond dealers via annual enterprise subscriptions.
Product overview
Investortools provides a unified software platform for fixed-income asset managers with a modular architecture centered on the Perform® portfolio management system and CreditScope® credit research platform. The core offerings include Perform® for portfolio management and performance analytics, Smart™ for separately managed account automation, and the Investortools Dealer Network for secondary market liquidity access. Additional specialized modules include Perform® FSD for advanced fixed income functionality, Energy Credit Manager for energy sector credit analysis, and Custom Index Manager for custom index creation. The platform integrates workflow solutions across the investment lifecycle including order management, execution management, compliance, bond sales, and operations.
Differentiator
Problem solved
Functional benefit
Brands
- Perform®: Portfolio management and performance solution.
- Perform® FSD
- Smart™
- CreditScope®
- Energy Credit Manager
- Custom Index Manager
- Investortools Dealer Network
Products and services
- Perform® Comprehensive portfolio management and performance analytics platform for fixed-income asset managers, providing analytics, models, market transparency, and performance monitoring for SMA, fund, and institutional portfolios.
- CreditScope® Credit research and analysis platform providing holistic credit analysis, data-driven strategies, digital tracking and management of research, and standardized credit data for fixed-income investment teams.
- Investortools Dealer Network Electronic dealer network providing institutional investors access to multiple dealer trading desks for secondary-market liquidity, enabling direct bond trading within the same system used for portfolio management.
Quantifiable outcome
- $0 trillion+ assets managed on the Investortools platform
- +3 more outcomes
Companies that use Investortools
Customer profileNamed customers1 record
Segments8 records
Ideal customer profiles3 records
Investortools technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
Investortools partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- PNC Capital MarketscoreInvestortools expanded its Dealer Network to include PNC Capital Markets, enhancing electronic connectivity and liquidity access for institutional investors. The integration allows mutual clients to trade directly with PNC while using their existing portfolio management systems, improving market responsiveness and execution efficiency in fixed-income trading.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Investortools competitors and assessment
Company assessmentEmerging players
- MarketAxess: MarketAxess operates one of the largest electronic fixed-income credit trading platforms and is listed as a dealer-network-adjacent partner; it competes with the Investortools Dealer Network for institutional trading workflow ownership and liquidity access.
Direct peers
- Murex: Murex provides a capital markets trading and risk platform with deep fixed-income functionality, competing for institutional fixed-income desks and dealers that also evaluate Investortools' execution and credit workflow capabilities.
- FactSet: FactSet provides portfolio analytics, fixed-income data, and workflows used by the same buy-side institutional clients as Investortools, with overlapping capabilities in performance, risk, and credit analysis.
- SS&C Technologies (Eze Fixed Income): SS&C's Eze platform is a leading buy-side OMS/EMS with fixed-income trading, portfolio management, and compliance workflows, competing head-to-head with the integrated Investortools Dealer Network and Perform® platform at asset managers.
- Charles River Development (State Street): Charles River is a leading multi-asset order, execution, and portfolio management platform deployed across fixed-income and SMA workflows, positioning it as a direct competitive alternative for the same asset manager and RIA segments.
- SimCorp (SS&C): SimCorp Dimension is an established buy-side investment management platform with fixed-income portfolio accounting and compliance modules that compete for the same institutional asset manager and insurance company RFPs as Investortools.
- Bloomberg (PORT/AIM Fixed Income): Bloomberg's PORT and AIM platforms are widely used by fixed-income asset managers for portfolio analytics, risk, and trade workflow, directly overlapping with Investortools' Perform® and Smart™ offerings for institutional bond portfolio management.
Broad incumbents
- ICE (Intercontinental Exchange): ICE is a listed partner of Investortools but, through ICE Data Services and BondPoint, also competes as a broad incumbent for fixed-income data, analytics, and electronic trading used by shared institutional clients.
- BlackRock Aladdin: Aladdin is a multi-asset institutional investment management and risk platform that increasingly competes in fixed-income portfolio analytics; while primarily deployed by BlackRock and large managers, it shapes buyer expectations versus specialist platforms like Investortools.
- Broadridge Financial Solutions: Broadridge provides post-trade, data, and fixed-income workflow technology for many of the same asset managers, banks, and broker-dealers that use the Investortools platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Investortools social profiles
Digital presenceInvestortools financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investortools leadership team
Management profileNumber of profiles
Profiles2 records
Investortools funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investortools M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investortools
What does Investortools do?
Investortools develops and licenses an enterprise SaaS platform for fixed-income investment management, delivering portfolio management and performance analytics, execution management, credit research, compliance, and operations tools. Core products include Perform® for portfolio management and analytics, CreditScope® for credit research, and the Investortools Dealer Network for electronic connectivity between institutional investors and bond dealer trading desks. The platform is offered to asset managers, RIAs, trust companies, banks, insurers, mutual funds, ETFs, and bond dealers via annual enterprise subscriptions.
Is Investortools a public or private company?
Investortools is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Investortools founded?
Investortools was founded in 1985. It employs 51 to 100 people.
Where is Investortools based?
Investortools is headquartered in Yorkville, United States, in the North America region.
How does Investortools make money?
One revenue line is on record: software Subscriptions.
Who are Investortools's main competitors?
MarketAxess is listed as an emerging player. Direct peers are Murex, FactSet, SS&C Technologies (Eze Fixed Income), Charles River Development (State Street), SimCorp (SS&C) and Bloomberg (PORT/AIM Fixed Income). Broad incumbents are ICE (Intercontinental Exchange), BlackRock Aladdin and Broadridge Financial Solutions.
Does Investortools have an API?
No public API is recorded for Investortools.
What industry is Investortools in?
Investortools's product category is Fixed-Income Investment Management Software. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAHAKAC, Managed Account Platforms (Separately Managed Accounts / Customized Portfolios). Its NAICS code is 523940 and its SIC code is 6282.