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