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Perform
Made by Investortools
Fixed income portfolio management with compliance rules natively wired into trading, so recommended trades are screened before they are placed.
Perform is a pre-trade compliance product from Investortools. Fixed income portfolio management with compliance rules natively wired into trading, so recommended trades are screened before they are placed. It is also listed under combined oms/pms platforms and order management. Investortools is based in Colorado Springs, Colorado, USA and was founded in 1983. Buyside Fintech verified that Investortools lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Investortools does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Perform appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes
How Investortools describes itself
Software for fixed income analytics, portfolio management and credit analysis. Comprehensive, flexible solutions for streamlined reporting, fixed income attribution.
Investortools’s own website, read 2026-08-30
Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.