Fixed-income professionals using Investortools’ Perform platform can now trade directly with HJ Sims, a firm with nearly a century of municipal bond experience, without leaving their existing workflow.
COLORADO SPRINGS, CO, UNITED STATES, October 14, 2026 /EINPresswire.com/ — Investortools, a prominent provider of fixed-income software solutions, has announced that HJ Sims is now part of the Investortools Dealer Network (IDN), a move that broadens the scope of dealer connectivity and liquidity options available to fixed-income professionals. With HJ Sims joining the network, institutional investors and separately managed account (SMA) managers gain another avenue for engaging the market efficiently while building scalable operational workflows.
HJ Sims arrives with decades of experience in the fixed-income space and a reputation for attentive client service. Its participation in the IDN gives the firm a new channel for reaching investment managers and trading professionals, while Investortools users benefit from an added source of liquidity that fits directly into their established routines.
The fixed-income market is seeing rising demand for tools that combine portfolio oversight, analytics, dealer interactions, and trade execution under one roof. The IDN addresses that need by allowing users to tap into a growing roster of dealers within the platforms they already rely on daily, giving clients a wider perspective on 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."
Through this connection, HJ Sims becomes accessible directly within a user’s Perform instance, placing dealer engagement closer to the decision-making process. The integration facilitates bidding, trade execution, and pre- and post-allocation workflows, so users can move from an investment idea to a completed trade without switching platforms. It also enables Request for Quote (RFQ) functionality for municipal securities, which helps firms access liquidity more efficiently and simplifies 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’ continued push to broaden dealer connectivity and arm investment professionals with integrated tools that promote efficient trading and automated processes.
For more information about the Investortools Dealer Network, visit www.investortools.com/dealer-network.
About Investortools
For more than four decades, Investortools has been a leading provider of solutions regarded by the industry as a prerequisite for fixed-income investment management. Its comprehensive product suite covers portfolio, order, and execution management, performance analytics, 2a-7 compliance, and credit analysis. Trusted by over 200 firms managing more than $1 trillion in assets, Investortools supports SMA managers, fund managers, broker-dealers, and other key market participants.
About HJ Sims
Founded in 1935, HJ Sims is a privately held investment bank and wealth management firm. The firm is a longstanding leader in underwriting tax-exempt bonds, with deep expertise in the senior living sector, having provided more than $34 billion in financing nationwide.
HJ Sims Product Contact:
Labon McCoy | Executive Vice President
Office: 704.844.8665
lmccoy@hjsims.com
HJ Sims Media Contact:
Alex Morales | Director of Marketing, Private Client Group
Office: 561.620.2126
amorales@hjsims.com
Investortools Product Contact:
James Morris | Senior Vice President, Sales Executive
james.morris@invtools.com
Investortools Media Contact:
Jessica McDaniel | Marketing Lead
marketing@invtools.com
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**Why it matters:** This integration signals a broader shift in fixed-income trading toward embedded, workflow-native dealer connectivity. As firms demand fewer handoffs between analysis and execution, partnerships like this one may become the standard for how institutional buyers access liquidity.
