Our BPV™ software will provide market transparency, imperative reference data, and analytics that provides internal controls and may lower transaction costs — by providing proper valuations and risk analysis before you make purchases of fixed-income securities.

Utilizing this technology provides [ENITITY] with the internal investment controls necessary to answer three important questions:

Is this the right time to buy or sell?

  • Instantly identifying

    • Historical Pricing

    • Yield Trends

    • Pricing Trends

    • Price Volatility

Is this the right fit for your portfolio?

  • Instantly Identifying

    • Interest Rate Risk

    • Market Risk

    • Yield Curve Risk

    • Credit Risk

Is this the right price or even a fair price to pay for the quoted investment?

  • Instantly Identifying

    • Un bias Market Values

    • Treasury Spreads

PFITR’s other product features include:

  • A transaction history—public fiduciaries can review and distribute a record of all of their bond purchases as well as how much they were able to save on each transaction by leveraging the IDC price in negotiations. Constituents and auditors alike are able to view and understand exactly why public fiduciaries make the purchases that they do.
  • Universal compatibility—PFITR’s software is compatible on all modern browsers in addition to mobile phones and the iPad. No matter what technology public fiduciaries are using, unless it’s a floppy disk, we got them covered.  Mobile compatibility allows public fiduciaries to easily review investments on the go and display their investment performance for stakeholders at Board and Council meetings without bulky print-outs.
  • Safety—using powerful AES 256-bit encryption, public fiduciaries’ data and information is secure from unauthorized access.


We can already see that for our portfolio, the tool will pay for itself one hundred fold. The genius behind Bond Price Validation is that it can record the details of every single transaction we make, allowing us to not only document our savings for each transaction, but also to cumulatively compile our savings over a month, quarter, or year.

Prince Williams County, Virginia

Bond Price Validation is a great tool for helping me be a good steward of the taxpayers' money... this tool helps me minimize commissions and other transactional costs, so we can maximize our yield.

Madison County, Illinois

I just purchased two bonds yesterday, validating the purchase prices using your new Bond Price Validation tool. I was able to determine that I would have approximately $1,000 of instant Unrealized Gain when I purchased two bonds using the IDC price from your software. Thanks!

Mesa Water District, Califonia


Effortless Investment Analytics

Tech Tools for Government Fiduciaries

Our Mission:

PFITR strives to help government entities throughout the United States better invest taxpayer dollars. With trillions of taxpayer dollars currently at stake in capital markets, even the slightest improvements in government investing methods improves the lives of our citizens. PFITR aims to be at the forefront of improvements in government fiscal stewardship by providing government fiduciaries the technology, and training to make better investment decisions.


Jim Koetting

Jim Koetting

Founder & CEO

With nearly 20 years of experience in public fund management, as a licensed broker-dealer, Registered Investment Advisor, Certified Public Funds Investment Manager, educator and critically acclaimed author, Jim Koetting has trained over 600 public fiduciaries and worked with thousands of public entities championing best fiscal practices.

Chuck Vallurupalli

Chuck Vallurupalli

Software Engineering Advisor

Chuck Vallurupalli contributes over 20 years of experience in engineering, analytics, product, marketing, executive leadership and entrepreneurship, founding and contributing to the success of several early stage, growth and public companies.

Todd Priest

Todd Priest

System Architect

Over the course of his 20-year career, Todd Priest has both led and supported software engineering teams for financial powerhouses including Edwards Jones, MasterCard, A.G Edwards, and Thomson Reuters.


For a limited time, PFITR is offering government fiduciaries a one-week trial of our Bond Price Validation Technology for free. You’ll be able to make better investment purchases and save significant taxpayer dollars with unmatched market transparency from Bond Price Validation.

“We can already see that for our portfolio (~$1B), the tool will pay for itself one hundred fold.”
-B. Allen Scarbrough, Prince William County Treasury Manager



We’d love to hear from you.

Call 1-800-921-1992