HJ Sims Joins the Investortools Dealer Network to Expand Access to Liquidity and Trading Connectivity

Clients can engage with HJ Sims offerings directly through the Investortools platform, improving market access, execution efficiency, and workflow automation.

COLORADO SPRINGS, CO, UNITED STATES, October 14, 2026 /EINPresswire.com/ — Investortools, a leading provider of fixed-income software solutions, today announced that HJ Sims has joined the Investortools Dealer Network (IDN), expanding access to dealer connectivity and liquidity for fixed-income professionals. The addition of HJ Sims further strengthens the growing network of dealers available through the IDN, helping institutional investors and separately managed account (SMA) managers engage more efficiently with the market and achieve scalable workflows.

HJ Sims brings decades of fixed-income market experience and a client-focused approach to the network. By joining the IDN, the firm expands its ability to connect with investment managers and trading professionals while providing Investortools users with access to an additional source of liquidity through their existing workflow.

As demand for efficiency and connectivity continues to grow across the fixed-income landscape, investment managers are increasingly seeking solutions that bring together portfolio management, analytics, dealer engagement, and trade execution within a unified environment. The IDN was designed to help meet that need by connecting users with a growing network of dealers directly within the tools they use every day, providing each client with the broadest view of their 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 gain access to HJ Sims directly in their Perform instance, bringing dealer engagement closer to the investment decision-making process. The integration supports bidding, trade execution, and pre- and post-allocation workflows, enabling users to move from investment decisions to trade completion without leaving the platform. The connection also supports Request for Quote (RFQ) functionality for municipal securities, 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 reflects Investortools’ ongoing commitment to expanding dealer connectivity and equipping investment professionals with integrated tools that support more efficient trading and automated workflows.

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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