Strategic Partnerships Investortools has recently expanded dealer network capabilities through a partnership with PNC Financial Services Group, signaling openness to collaboration with large financial institutions and potential cross-sell of fixed-income technology and OMS/EMS integration.

Risk & Data Enhancements Factoring in the ICE Clear Europe collaboration that integrates climate risk data into Perform, there is a clear opportunity to offer advanced risk indicators, data feeds, and credit research enhancements to existing and new clients focusing on risk management and reporting.

Industry Visibility Active participation and sponsorships at NFMA and other major conferences, plus FinTech awards recognition, indicate strong market credibility and a pipeline for enterprise deals with municipal and fixed-income managers seeking reputable platform providers.

Scale & Asset Coverage With over $1 trillion in assets managed on the Investortools platform and a diverse client base of SMA managers, fund managers, and broker-dealers, there is an opportunity to upsell premium modules, data analytics, and compliance tooling to larger institutional buyers.

Technology Modernization Leveraging a tech stack across cloud (AWS), ERP/financial software (Sage Intacct, NetSuite), CRM/automation, and web CMS, there is potential to offer modernization services, seamless integration packages, and performance enhancements to clients seeking operational efficiency and scalable deployment.