Fixed Income


solutions

Reduce Errors

Turn hours into seconds with InvestSoft's Fixed Income Data Amplifier, the world's most advanced bond calculation engine.

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IBOR


solutions

Increase Alpha

Increase alpha 50 to 250 basis points with our real-time independent transaction and position keeping engine, InvestSoft's IBOR.

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Modular IMS


solutions

Maximize ROI

Maximize ROI with InvestSoft's Modular Investment Management Software. We offer several strategic deployment options.

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Try our powerful Excel Plugin

Access over 120 analytics

Welcome to InvestSoft Technology

Investment Management Solutions

Learn how the InvestSoft approach saves budgets and dramatically reduces the time for your investment decision makers to get the functionality they need to compete for alpha.

InvestSoft Technology provides innovative software solutions for investment firms designed to streamline workflow, reduce risk and harness the value of the data throughout an organization. Our firm has consistently been a leader in the development and implementation of Trading, Portfolio Management, and Accounting Solutions.

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IMS SOLUTIONS

For investment managers, fund administrators, and software vendors
IBOR

IBOR

Accurate, real-time information across asset classes, currencies and geographies. The IBOR (Investment Book of Record) module serves as the core of our modular investment management system.

RISK & ANALYTICS

RISK & ANALYTICS

Our Risk & Analytics module provides a superset of calculations available from Bloomberg. It adheres to SIA, ISMA and ISDA calculation conventions and has been benchmarked to Bloomberg to assure compliance with industry standards and conventions.

PERFORMANCE MEASUREMENT AND ANALYSIS

PERFORMANCE MEASUREMENT AND ANALYSIS

Our performance module allows users to calculate performance on a daily basis or on demand throughout the day. We support multi-currency and multi-asset classes, Forward valuations, etc.

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API SOLUTIONS

For software vendors and developers
Calculations

Calculations

Calculations span front to back office and include accrued interest, YTM, Convexity, Duration, OAS, Key Rate Durations, Fair Value, as well as income accruals such as interest income and accretion/amortization.

Complex Securities

Complex Securities

Our specialty is complex securities with features such as inflation protection in various markets with different conventions on how to adjust for inflation, variable rates, sinking/picking/capitalizing, toggle, MBS, Brazilian, Russian, Mexican, and many others.

Benchmarked

Benchmarked

Our calculations have been benchmarked to industry standards where applicable, such as Bloomberg analytics, SIA (Security Industry Association), ISMA (International Security Marketing Association) and ISDA (International Swap and Derivative Association) calculation conventions.

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Trusted by Leading Companies

Selected customers and partners

  • fidelity
  • stone harbor
  • us bancorp
  • state street
  • fidessa-1
  • MuniAxis_logo_large
  • 250px-International-Data-Corporation-Logo.svg_
  • linedata

For a detailed look at our solutions, download a brochure now!

THE DIFFERENCE IS IN THE DESIGN!

Want to know more about InvestSoft?

Call as at (508) 219-4440