Is it a pain to manage individual bond accounts?

Many Orion users struggle with manual Excel workflows to review compliance/investment guidelines and to identify gaps in their fixed income accounts.

IMTC is a proud partner of the Orion Ascent conference and a preferred vendor to complement their platform with dedicated fixed income technology.

Here are some of the ways we help advisors manage fixed income efficiently at scale:

  • Delivering bespoke fixed income offerings
  • Equitably optimize separately managed fixed income accounts
  • Streamlining pre- and post-trade fixed income workflows
  • Aggregating all portfolio management inputs into a single fixed income dashboard