Investortools Dealer Network Expands Trading Capabilities with PNC Capital Markets

Key Terms

fixed-income financial

Fixed-income describes investments, such as bonds or loans, where an investor lends money to an issuer and receives regular, predictable interest payments plus return of principal at a set date—much like lending a friend cash in exchange for scheduled repayments. It matters to investors because it typically provides steady income, lower price swings than stocks, and helps balance risk in a portfolio, but its value can fall if interest rates rise.

electronic connectivity technical

Electronic connectivity is the network of computer links, software interfaces (like APIs), and data feeds that let investors, brokers and trading venues send orders and receive market data instantly. Think of it as the highways and traffic signals of the markets: faster, more reliable links reduce delays and errors, lower trading costs, and improve execution quality, so investors can access prices and trade efficiently across venues.

liquidity financial

Liquidity is how easily and quickly an asset or investment can be converted into cash without losing value. It matters to investors because higher liquidity means they can access their money quickly if needed, while lower liquidity can make it harder to sell assets promptly or at a fair price, potentially creating financial challenges. Think of it like trying to sell a common item versus a rare collectible—it's much easier to sell the common item fast.

secondary-market liquidity provider financial

A secondary-market liquidity provider is a firm or trader that stands ready to buy and sell an existing stock or security so other investors can trade quickly without causing big price swings. Think of them as a shopkeeper who keeps items on the shelf so customers can buy or return them at any time; their presence narrows the gap between buy and sell prices and helps trades execute smoothly, which can reduce volatility and trading costs for investors.

straight-through processing technical

Straight-through processing is an automated workflow that completes financial transactions from start to finish without manual intervention, like a self-service checkout that scans, charges, and bags items automatically. It matters to investors because it reduces mistakes, speeds up settlement, lowers operating costs and counterparty risk, and helps firms scale their business more efficiently — all of which can improve profit margins and reliability.

buy-side financial

Buy-side describes firms and professionals whose job is to purchase securities and other assets on behalf of clients or for their own investment portfolios, such as mutual funds, pension funds, hedge funds, and asset managers. It matters to investors because buy-side activity drives demand, influences prices and market trends—think of them as the large shoppers whose buying choices can move the market and signal which investments are in favor.

COLORADO SPRINGS, Colo.--(BUSINESS WIRE)-- Investortools, a leading provider of fixed-income software solutions, today announced it has expanded the Investortools Dealer Network (IDN) to include PNC Capital Markets LLC, enhancing electronic connectivity and liquidity access for institutional investors.

Through this integration with the IDN, mutual clients can engage directly with PNC’s trading desk while staying within the same system they use to manage their portfolio, order, and execute workflows.

The integration was driven by mutual client demand, underscoring both firms’ client-centric approaches. “Our clients value the ability to access liquidity and manage inquiries efficiently within the systems they already use,” said Rob Leppert, Senior Vice President and Head of Municipal Fixed Income Sales at PNC Capital Markets. Mark Denick, Head of Municipal Trading, added: “Connecting to the Investortools Dealer Network allows us to meet clients where they transact while reinforcing our commitment to high-touch service and thoughtful execution.”

PNC Capital Markets offers broad product coverage as an active secondary-market liquidity provider, known for maintaining diverse inventory and prioritizing institutional service quality, supporting relationship-driven trading.

“This integration reflects our ongoing commitment to expanding connectivity with dealers our clients actively want to trade with,” said James Morris, Senior Vice President and Head of Sales at Investortools. “PNC’s relationship-first philosophy aligns with how we approach development: by listening to clients and building solutions that support long-term partnerships, not just transactions.”

The addition of PNC Capital Markets to the IDN continues Investortools’ mission to support low-touch, straight-through processing in fixed-income trading. By embedding trusted dealer connectivity directly into buy-side workflows, the network helps firms respond faster to market opportunities, improve execution efficiency, and operate with greater confidence in increasingly dynamic market conditions.

To learn more about the PNC Capital Markets integration or how to connect to the Investortools Dealer Network, please visit: https://www.investortools.com/dealer-network

About PNC Capital Markets LLC:

PNC Capital Markets LLC is a subsidiary of The PNC Financial Services Group, Inc. (NYSE: PNC). PNC is one of the largest diversified financial services institutions in the United States, organized around its customers and communities for strong relationships and local delivery of retail and business banking including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance and asset based lending; wealth management and asset management. For information about PNC, visit www.pnc.com.

About Investortools, Inc.

For over four decades, Investortools has been a leading SaaS provider of fixed-income solutions that are regarded by the industry as a prerequisite for investment management. Its comprehensive suite of products address 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 market participants. Learn more about Investortools' commitment to innovation at www.investortools.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260311582154/en/

Investortools Product Contact:
James Morris
Senior Vice President, Sales Executive
james.morris@invtools.com

Investortools Media Contact:
Jessica McDaniel
Marketing Lead
Jessica.mcdaniel@invtools.com

PNC Media Contact:
Nicole Lininger
Head of Communications for PNC Corporate & Institutional Banking
Nicole.Lininger@pnc.com

Source: Investortools