Investortools
A Client Services Associate at Investortools supports institutional investors by understanding their business operations and helping them integrate fixed-income software into their workflows. The role involves building trust with clients, resolving complex issues, and delivering tailored solutions.
Headquarters
Colorado Springs, Colorado, United States
Company Size
51-200 employees
Founded
1983
Investortools provides enterprise software for fixed‑income investment management, offering a centralized platform for portfolio management and trading tailored to bond and credit products. The solution combines order management, performance attribution, risk analytics, compliance monitoring, and client reporting to support the full trade lifecycle. Built for institutional investors, asset managers, insurers, wealth managers and pension funds, it centralizes data and automates workflows to improve efficiency, transparency and decision‑making. The platform is configurable and integrates with third‑party data sources to deliver enterprise‑grade reporting and operational control.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Investortools.
10% above the average for this role
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