Investortools

Investortools develops and provides software solutions that focus on the management of fixed income portfolios. Put simply, it is about building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

Investortools is based in Yorkville, Illinois and around since 1983. Their site is invtools.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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