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The new way to manage fixed income

Investment management technology that enables you to invest with a speed and accuracy that’s never been possible before.

IMTC’s staff helped us achieve a third-party managed, rules-based allocation process—a process that has reduced the time we spend allocating bonds by over 50%. The IMTC platform has made this time-consuming task much more efficient, allowing us more time to analyze bonds and portfolios.

– Goelzer Investment Management

Invest across individual bond accounts simultaneously

Fixed income investors have been neglected technologically for years. Finally, there’s a solution designed for individual bond portfolios. With IMTC, you can stop wasting time on manual investment processes, including:

  • Allocating bonds across accounts
  • Validating pre-trade compliance
  • Customizing portfolios at scale
  • Aggregating orders to send to the desk
  • Consolidating data and systems into one view
MMI Award Banner 2024 Finalist
IMTC is a finalist for the MMI/Barron's award that honors a new technological innovation by a solutions provider firm that enhances the investor or advisor experience. This is the second consecutive year being selected as a finalist and winners will be announced at their Annual Conference on October 15, 2024.
2024 WealthManagement.com Industry Award Finalist
WealthManagement.com has named IMTC as a finalist for Direct Indexing Technology in its Wealthies Industry Awards. Winners will be announced on September 5th.
cube building blocks
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and constraints such a method imposes on fixed income portfolio management.

Grow your business with the right investment technology

Simplify and automate your tedious fixed income investment processes, so you can customize solutions and deliver better outcomes for your clients. Firms who use IMTC’s cloud-based investment management system:

  • Reduce bond allocation time by 50%
  • Minimize pre-trade compliance burden by 90%
  • Increase assets under management without adding headcount
businessmen discussing IMTC's platform

IMTC powers your firm

Trust IMTC for the heavy lift of calculations needed to effectively make fixed income investment decisions. Our cutting-edge development techniques mean you get lightning fast system performance.

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