About Perform®
Perform® is a fixed-income software platform from Investortools, Inc that provides comprehensive portfolio, order, and execution management. It includes features for portfolio management, separately managed accounts, credit research and analysis, order management, and execution management so that firms can manage fixed-income investments effectively. Perform supports straight-through processing across the entire investment life cycle, allowing for efficient transaction handling. Native real-time analytics offer insights that enable users to access new investment opportunities. Key capabilities: Portfolio Management Separately Managed Accounts Credit Research & Analysis Order Management Execution Management Best for: investment firms that need a reliable solution for managing fixed-income portfolios.
Perform® by Investortools is a comprehensive solution designed for fixed-income portfolio, order, and execution management, offering a highly integrated platform that consolidates critical investment operations. Its real-time analytics, option-adjusted modeling, and advanced portfolio performance tracking provide users with deep insights, enabling precise risk assessment and informed decision-making. By automating compliance checks, trade allocations, and order workflows, Perform® minimizes operational errors while ensuring regulatory adherence, making it particularly suitable for large institutions managing tens of thousands of accounts. The platform’s robust execution management tools further enhance efficiency, allowing streamlined trading workflows and improved investment performance. Despite its powerful features, Perform® presents some challenges. The platform’s complexity can be overwhelming for new users and may require substantial training to fully utilize its capabilities. Its cost may limit accessibility for smaller firms, and the extensive functionality and automation may reduce flexibility for manual decision-making in niche scenarios. Continuous data processing demands significant IT resources, and customization of reports and dashboards may require technical expertise, adding to implementation effort.
Pros & Cons
- +Consolidates portfolio, order, and execution management into a single platform, reducing operational complexity and improving efficiency
- +Provides real-time analytics and option-adjusted modeling for precise risk assessment and informed investment decisions
- +Automates compliance, allocations, and order workflows, minimizing human error and regulatory violations
- +Supports high-volume trading across tens of thousands of accounts, enabling scalable operations for large institutions
- +Tracks portfolio performance in detail, breaking down returns by sector, rating, and maturity to identify performance drivers
- −High complexity may require significant training for new users to fully leverage all features
- −Platform may be costly, making it less accessible for smaller firms or individual investors
- −Extensive functionality can overwhelm users if workflows are not properly customized
- −Heavy reliance on integration with external dealer networks and ATS may cause disruption if connections fail
- −Advanced analytics and modeling may demand substantial computing resources
Features
Key features
- Portfolio Management
- Provides data-driven insights and advanced analytics for risk management, performance optimization, and investment strategy enhancement
- Order Management
- Manages the entire trade lifecycle, automating orders and maintaining compliance while processing high volumes efficiently
- Execution Management
- Offers a native EMS layer with deep market liquidity, actionable insights, and streamlined trading workflows
- Native Analytics
- Real-time analytics for option-adjusted modeling, total return analysis, security modeling, portfolio optimization, and simulated performance
- Performance Tracking
- Breaks down portfolio returns by components like sectors, maturity, and rating groups for informed decision-making
- Automated Compliance
- Ensures portfolio restrictions, client customizations, and regulatory compliance integrate seamlessly
- Investortools Dealer Network
- Provides direct dealer connections, ATS integration, and robust automation for efficient trading
Additional features
- Portfolio Management
- Enables visibility and control of investments with data-driven insights and advanced analytics
- Order Management
- Automates construction and maintenance of portfolios, supports SMA businesses, and simplifies cash raising and tax-loss harvesting
- Execution Management
- Aggregates live market data, ensures best execution, and minimizes operational risk
- Native Analytics
- Supports option-adjusted modeling, total return analysis, portfolio optimization, compliance checks, and simulated performance
- Performance Analysis
- Tracks historical performance down to individual lots, simulates future performance, integrates results into reports
- Pre-Trade Compliance
- Automates compliance checks to prevent violations and enforce restrictions
- Auto-Allocation
- Automates allocation of trades across accounts and portfolios
- Custodial Allocations
- Handles allocations efficiently with automated processing
- Click-to-Trade and Click-to-Bid
- Facilitates instant trade execution and bidding directly from the platform
- Market Data
- Provides live streaming of offers, pricing data, and BWIC
- Credit Research
- Offers access to analyst opinions, internal ratings, and CUSIP-to-credit linking
- Investortools FIX Integrations
- Enables persistent real-time FIX connections for straight-through processing
- Perform FSD
- Fixed-income portfolio database with powerful search, tracking, and trade opportunity identification
- Smart™
- Short maturity portfolio management system ensuring 2a-7 and internal policy compliance with risk stress testing
- Support for Alternative Trading Systems
- Integrates with ICE TMC, ICE BondPoint, MarketAxess, Tradeweb, Trumid
- Scalability
- Supports high-volume portfolios and tens of thousands of accounts
- Reporting
- Generates detailed reports on performance, compliance, and portfolio analytics
Pricing
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Perform®
CRM_A
CRM_A is a credit management software from CRM_A, LLC that serves financial institutions by integrating…
CreditAis
CreditAis is a financial analysis software from Creditais that supports credit risk assessment. It combines…
Deltek Project Portfolio Management
Deltek Project & Portfolio Management (PPM) is a suite of solutions designed to help organizations…
FACT
FACT is a business intelligence software from Bureau van Dijk that provides company and financial…
About Perform®
Perform® is a fixed-income software platform from Investortools, Inc that provides comprehensive portfolio, order, and execution management. It includes features for portfolio management, separately managed accounts, credit research and analysis, order management, and execution management so that firms can manage fixed-income investments effectively. Perform supports straight-through processing across the entire investment life cycle, allowing for efficient transaction handling. Native real-time analytics offer insights that enable users to access new investment opportunities. Key capabilities: Portfolio Management Separately Managed Accounts Credit Research & Analysis Order Management Execution Management Best for: investment firms that need a reliable solution for managing fixed-income portfolios.
Perform® Details
Perform®'s In-App Market Place
Does Perform® have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (Fr), HKD ($)
Pros & Cons
- Consolidates portfolio, order, and execution management into a single platform, reducing operational complexity and improving efficiency
- Provides real-time analytics and option-adjusted modeling for precise risk assessment and informed investment decisions
- Automates compliance, allocations, and order workflows, minimizing human error and regulatory violations
- Supports high-volume trading across tens of thousands of accounts, enabling scalable operations for large institutions
- Tracks portfolio performance in detail, breaking down returns by sector, rating, and maturity to identify performance drivers
- High complexity may require significant training for new users to fully leverage all features
- Platform may be costly, making it less accessible for smaller firms or individual investors
- Extensive functionality can overwhelm users if workflows are not properly customized
- Heavy reliance on integration with external dealer networks and ATS may cause disruption if connections fail
- Advanced analytics and modeling may demand substantial computing resources
Perform®'s Alternatives
CRM_A
CRM_A is a credit management software from CRM_A, LLC that serves financial institutions by integrating…
CreditAis
CreditAis is a financial analysis software from Creditais that supports credit risk assessment. It combines…
Deltek Project Portfolio Management
Deltek Project & Portfolio Management (PPM) is a suite of solutions designed to help organizations…
FACT
FACT is a business intelligence software from Bureau van Dijk that provides company and financial…
