Manage fixed income at scale

Elevate fixed income management by automating manual workflows and customizing portfolios with speed and precision—so you can focus on strategic growth and stay ahead of the curve.

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"IMTC is integral in creating efficiencies within our investment process. The technology enables us to create new strategies, tailoring portfolios to fit unique client needs. Managing hundreds of separately managed accounts concurrently, IMTC allows us to smoothly allocate and optimize portfolios, empowering us to deliver an exceptional experience to our clients and grow our business."
– Sean P. Simko, Chief Investment Officer of Internal Fixed Income, SEI

Grow your fixed income business and launch new
offerings, efficiently and easily

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Deliver highly customized fixed income products

Expand the range of solutions at various price points and wrappers to grow your market share without the burden of manual, time-consuming processes.

Offering new strategies such as SMAs, model portfolios, tax optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.
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Customize fixed income accounts at scale

Deliver custom bond accounts when managing high-net-worth portfolios holistically without the burden of manual, time-consuming processes.

Managing individual bond accounts, blended portfolios, and UMAs has become increasingly tedious, prohibiting the ability to tailor portfolios or scale growth. Using a combination of legacy platforms, custodial platforms and spreadsheets to make decisions is slow and prone to errors.
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Manage customized model portfolios with ease

Build both CUSIP and characteristic-based models for corporates on a platform designed for fixed income investing without manual, time-consuming processes.

Enabling access to custom indexing or customized corporate bond portfolios with model portfolios isn’t scalable with current technology. Using platforms designed for equities means you need spreadsheets to make decisions, effectively limiting investment options.
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Offer personalized muni portfolios at scale

Manage across multiple strategies concurrently on a modern, intuitive platform without manual, time-consuming processes.

Maintaining hundreds or thousands of portfolios across different strategies – state-focused, laddered, barbell, or custom – isn’t scalable with current technology. Using platforms that can only invest one strategy at a time or spreadsheets to make decisions isn’t effective.
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Transform bond account management with

precision-driven intelligence

Whether you’re managing SMAs, model portfolios, bond ladders, or funds, you need to make
decisions across accounts simultaneously – with confidence. IMTC |im-TEK| empowers you to generate ideas,
construct portfolios, and execute trades in one seamless workflow and automates manual
processes with our turnkey portfolio and order management system.

Dynamic Portfolio Construction

Optimize bond accounts in line with unique preferences
Optimize your portfolios with the ability to identify accounts in need, manage cash and cash flows, determine best fit bonds, tailor portfolios, and allocate equitably across accounts, simualtaneously, all while remaining in line with investment guidelines.

Unparalleled Connectivity

Unlock the full potential of your data with a centralized hub of data
Leverage an interconnected ecosystem of data across the investment lifecycle with industry-leading and proprietary sources to ensure accuracy and control of data and to automate pre- and post- trade workflows, enabling straight-through-processing.

Flexibility & Scalability

Accommodate fixed income growth with a cloud-based platform
Modernize your tech stack with a cloud-native platform to ensure your platform architecture supports increasing portfolio demands and asset growth efficiently, while minimizing the cost and resources to maintain technology.

Streamline fixed income management with a comprehensive and flexible suite of modules

Portfolio management icon
Order Management icon
Risk & Compliance icon
Data & Analytics icon
Performance & Reporting icon
Managed Data & Integrations icon
A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.
Portfolio Management Platform Screenshot
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A trade blotter with functionality to manage orders with direct connectivity into ECNs, dealers, and third-party OMS/EMS platforms to route orders effectively and process trade confirm details automatically.
Order Management Platform Screenshot
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The compliance module embeds effective risk management and adherence to portfolio strategies, targets, and unique investment guidelines into every investment decision, pre-trade.
Risk & Compliance Platform Screenshot
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A platform that aggregates all data needs including security masters, live market data, analytics, and more with complete flexibility and control over data.
Data & Analytics Platform Screenshot
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A dynamic tool to generate both internal reports and client reports, including performance attribution, white-labelled portfolio reporting, composite reporting, portfolio comparisons, and more.
Performance & Reporting Platform Screenshot
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IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.
Managed Data & Integrations Platform Screenshot
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Seamlessly integrate with our industry-leading partners to aggregate all your critical data

Connectivity into portfolio data, live inventory, routing and execution, market data and analytics, CRMs, and proprietary data sources streamlines the flow of data across the investment lifecycle, automating manual processes and minimizing the risk of errors.

See a sample of the 25+ key platform and data integrations available on IMTC or talk to our team for an exhaustive list.

Explore our latest insights and news

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InsightsFuture of the Industry

Fixed Income Leaders Summit 2025: Key Takeaways from the Conference
Explore the top trends and technology insights shaping the future of fixed income, as discussed at the 2025 Fixed Income Leaders Summit — including AI, personalized portfolios, SMA growth,…
June 17, 2025
2024 WealthManagement.com Industry Awards Finalist
AwardsPress & Media

IMTC is a Finalist in the 2025 Wealthies Awards for Cash Optimization
WealthManagement.com has named IMTC as a finalist for Cash Optimization Technology in its Wealthies Industry Awards. Winners will be announced on September 4th.
June 12, 2025
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InterviewsTestimonials & Interviews

F.L.Putnam Investment Management Case Study: Scaling Fixed Income SMAs and Model Strategies
Ryan McQuilkin, Managing Director of Fixed Income at F.L.Putnam Investment Management, sits down to discuss why they decided to bring IMTC to their firm, how they’re using the platform, and what…
June 12, 2025

Empower bond managers with cutting-edge,
award-winning fixed income technology that you can trust

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