Investortools adds FHN Financial to Dealer Network

Investortools has linked its Dealer Network to FHN Financial, giving Perform users direct access to municipal and fixed-income liquidity inside a single workflow. The integration is designed to speed RFQs, trade execution, and allocation processing while cutting manual steps.

Why it matters: - The integration gives buy-side firms another direct liquidity source inside Perform®, which can reduce the need to move between systems. - The connection is aimed at improving execution speed and lowering manual effort in municipal and other fixed-income trading workflows. - Investortools is positioning the Dealer Network as a way to consolidate trade discovery, execution, and portfolio construction in one workspace.

What happened: - Investortools announced a new integration between the Investortools Dealer Network (IDN) and FHN Financial on September 16, 2026. - The partnership gives Perform® users direct access to FHN Financial liquidity through the IDN. - The connection supports bidding, trade execution, and pre- and post-allocation processing inside Perform®. - The integration also supports request-for-quote (RFQ) protocol for municipal securities.

The details: - FHN Financial is described as a nationally recognized fixed-income securities dealer with average daily trading volume exceeding $4.2 billion. - The IDN is the connectivity layer behind Perform®, Investortools’ portfolio, order, and execution management product. - Investortools says the IDN gives clients a consolidated view of the secondary market and helps them source opportunities and optimize portfolio construction. - The new connection lets users discover additional trading opportunities without switching to multiple systems. - James Morris, senior vice president and head of sales at Investortools, said the company is committed to expanding the network to deliver liquidity and market reach. - Mike Allen, executive vice president and head of municipal products at FHN Financial, said the firm is focused on reducing execution friction and meeting customers where they prefer to trade.

Between the lines: - The move reflects a broader push in fixed-income markets to tie together investment decisions, trade discovery, execution, and portfolio construction in a single workflow. - The partnership also signals continued demand for both electronic and relationship-driven trading tools in municipal and fixed-income markets. - Investortools is using connectivity as a product strategy, not just a trading feature.

What's next: - Investortools said it will continue expanding IDN connectivity as the ecosystem grows. - The company is also aiming to improve workflow efficiency and support more informed trading decisions for clients. - FHN Financial is now part of the network available to Perform users, which may encourage further liquidity and dealer additions over time.

The bottom line: - Investortools is deepening Perform’s trading workflow by adding FHN Financial liquidity directly into the Dealer Network, with the goal of making fixed-income trading faster and less manual.