Investortools, a provider of fixed-income software solutions, announced that HJ Sims has joined the Investortools Dealer Network (IDN), a move that expands access to dealer connectivity and liquidity for fixed-income professionals. The addition of HJ Sims strengthens the growing roster of dealers available through the IDN and is intended to help institutional investors and separately managed account (SMA) managers engage more efficiently with the market while achieving scalable workflows.

HJ Sims, an investment banking and wealth management firm founded in 1924, brings decades of fixed-income market experience and a client-focused approach to the network. Through its participation in the IDN, the firm broadens its ability to connect with investment managers and trading professionals, while Investortools users gain an additional source of liquidity directly within their existing workflow.

The announcement reflects rising demand for efficiency and connectivity across the fixed-income landscape, a market that still trades predominantly over the counter, where pricing and liquidity depend on direct dealer relationships rather than a centralized exchange. That structure helps explain why investment managers increasingly seek solutions that bring together portfolio management, analytics, dealer engagement, and trade execution within a unified environment. The IDN was designed to meet that need by connecting users with a growing network of dealers inside the tools they use every day, providing each client with the broadest view of the secondary market.

"At HJ Sims, our focus has always been helping clients meet their customers' needs through exceptional service and dependable market access," said Labon McCoy, Executive Vice President and Head of Trading at HJ Sims. "Joining the Investortools Dealer Network allows us to become a more integrated part of our clients' workflow while expanding access to the liquidity, expertise, and customer-first approach that have defined our firm."

By connecting HJ Sims to the IDN, clients can access the dealer directly within Perform, Investortools' portfolio management platform, bringing dealer engagement closer to the investment decision-making process. The integration supports bidding, trade execution, and pre- and post-allocation workflows, allowing users to move from an investment decision to trade completion without leaving the platform. The connection also supports Request for Quote (RFQ) functionality for municipal securities — a mechanism in which users solicit bids on specific securities directly from connected dealers — helping firms access liquidity more efficiently while streamlining the trading process.

"We're excited to welcome HJ Sims to the Investortools Dealer Network," said James Morris, Senior Vice President and Head of Sales at Investortools. "HJ Sims' commitment to client service and market liquidity makes them a valuable addition to the network. This integration gives our mutual clients another way to access liquidity and execute trades efficiently within the workflows powering the growth of their businesses."

The addition of HJ Sims underscores Investortools' ongoing commitment to expanding dealer connectivity and equipping investment professionals with integrated tools that support more efficient trading and automated workflows. With the IDN positioned as a growing roster, further dealer additions — and how readily SMA managers adopt embedded RFQ workflows for municipal securities — will be worth watching as measures of how this connectivity model develops.

Investortools provides portfolio management, analytics, and trading solutions to broker-dealers, investment managers, and institutional investors across the fixed-income markets.

Source: Global FinTech Series