Automate manual workflows, customize every portfolio, and move with speed and precision. AI-powered insights help you get there faster.
Act across your book in seconds with an AI-enhanced platform for portfolio and order management built for better, faster, and more compliant decisions with built-in reporting. Powered by AI, decided by you.
Manage hundreds of fixed income accounts at once, each adhering to its own client guidelines and portfolio strategy. Invest cash, rebalance, tax loss harvest, and more at scale.
Connect everything your firm already runs on, from custodians to data providers to ECNs, so every input feeds one hub and data moves automatically instead of by hand.
Embed targets and rules as you mockup trades, so you already know you’re within compliance long before a trade is placed.
Grow AUM, launch new products, and take on new business without adding headcount with a modern, AI-enhanced platform.
Construct, optimize, allocate, and rebalance across hundreds of accounts at once, with every account still held to its own rules.
Route orders and click-to-trade from a Blotter that shows live offers and inventory from your connected venues, with automated post-trade processing.
Build compliance into every decision so you can easily adhere to your firm’s strategies, targets, and unique investment guidelines, fully auditable.
Maintain one source of truth for security data, live market data, and portfolio insights, with complete control and flexibility over your data.
Generate client-ready reports, attribution, composite reporting, and portfolio comparisons, on the fly.
Free up your tech resources for other priorities since IMTC builds and maintains the integrations into your custodians, data providers, execution platforms, and more.
Personalize bond accounts for high-net-worth clients at a scale spreadsheets and equity-first platforms were never built to handle.
Offer your flagship strategy as an SMA, mutual fund, or ETF, and deliver highly customized fixed income at lower minimums, without the manual work that caps how many strategies you can run.
Build CUSIP and characteristic-based model portfolios with the precision corporate bond investing requires, not a workaround borrowed from equities.
Run multiple muni strategies concurrently — state-focused, laddered, or custom — on a purpose-built platform.
IMTC connects to 40+ industry-leading integration partners to automate the flow of data across platforms.
Contact us for the full list.
