Overview
MITI focuses on valuing options and derivative securities for financial professionals. It offers valuation services (ASC 718/815/820, SEC pay-vs-performance), and software tools like FinTools XL (Excel library), FinCalcs.NET (web-based calculators), and FinTools API Library to embed functions in apps; it also provides consulting and training. The products work by integrating financial functions into Excel, a web SaaS suite, and APIs for easy integration, enabling users to compute fair values and run analyses. MITI differentiates itself through a specialized, independent valuation focus and seamless links between valuation methods, software tools, and advisory services, aiming to improve accurate reporting for investments and compensation plans.
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Simplify's take
What believers are saying
- The site refreshed product and updates pages in July-August 2026, signaling active maintenance.
- FinTools markets free consultations and live demos, supporting lead generation and enterprise sales.
- Regulatory compliance messaging targets accounting teams needing quarterly derivative mark-to-market support.
What critics are saying
- MITI shows no public funding, hiring, or press coverage, limiting market visibility.
- Heavy focus on spreadsheet add-ins leaves FinTools vulnerable to Microsoft Excel ecosystem changes.
- A tiny niche business can disappear if one enterprise client migrates to larger vendors.
What makes Montgomery Investment Technology, Inc. unique
- FinTools XL packages option, exotic option, bond, futures, and risk models inside Excel.
- OPTIONS XL is ASC 718, ASC 815, ASC 820, and SEC compliant for reporting.
- MITI also sells consulting plus live demos for derivative valuation and accounting.
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