JD
Jonathan Dugan
Client Relationship Manager at Investortools,
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Work Experience
Sep 2022 - Present · 2 years and 3 months
Client Relationship Manager
Mar 2024 - Present · 9 months
Client Services Associate
Sep 2022 - Feb 2024 · 1 years and 5 months
Director Of Development
Aug 2019 - Aug 2022 · 3 years
Company Details
51-200 Employees
Founded in 1983, Investortools specializes in portfolio management and credit analysis systems for institutional investors, including many of the largest mutual funds, banks, insurance companies, securities dealers, advisers, rating agencies and more. The company's products include: Perform®, a portfolio management system providing analytics, trade allocation, and compliance; CreditScope™, a comprehensive credit analysis system utilizing Merritt Research Services data; Custom Index Manager™, a bond-level performance attribution system incorporating published bond indices; and Smart™, a short-duration portfolio system featuring 2a-7 compliance. For more information, please visit http://www.invtools.com.
Year Founded
1983
Social Media
LinkedinFacebook
Industry
Software Development, Computer Equipment, Computer Equipment, Computer Services, Web Design
HQ Location
2135 CITY GATE LANE SUITE 340 NAPERVILLE, Illinois 60563, US
Keywords
Fixed IncomePortfolio ManagementCredit AnalysisRisk Analysis and AttributionComplianceOrder ManagementStress TestingExposure ReportingCustomizable systemsProduct integration
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