Who Uses This Software?

Investortools serves institutional investment management organizations by providing portfolio management, credit analysis, and total return risk analysis software.

Average Ratings

1 Review

  • 5 / 5

  • 5 / 5
    Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Investortools
  • www.invtools.com

About Perform FPC

Perform For Private Clients helps you to analyze your portfolio and adapt to an ever changing market. Our powerful portfolio management tool is designed specifically for managers in the private wealth management segment of the bond industry. We provide decision functionality for trading in multiple portfolios; compliance; the ability to drill down from portfolios to bond holdings (and back; and flexibility to sort accounts in a variety of ways.

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Perform FPC Features

  • Compliance Management
  • Credit Risk Management
  • For Hedge Funds
  • Liquidity Analysis
  • Loan Portfolio Management
  • Market Risk Management
  • Operational Risk Management
  • Portfolio Management
  • Portfolio Modeling
  • Risk Analytics Benchmarks
  • Stress Tests
  • Value At Risk Calculation

Perform FPC Reviews Recently Reviewed!

Every Dat use of Perform FPC

Aug 06, 2018

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not

Pros: The variety of reporting options available; Although I mostly use the portfolio construction options, the demographic and credit reporting capabilities are very helpful

Cons: At times, the processing can get slow when multiple users are reporting at the same time. This is a standard software issue, though.