Schedule a demo with our team
Watch a 1 minute overview to see how IMTC simplifies fixed income portfolio management for SMAs and other individual bond accounts.
Request a demo with our team to see how our technology would fit into your firm.
IMTC transforms your fixed income portfolio management
IMTC clients are fundamentally changing the way they are managing fixed income accounts, specifically with separately managed accounts (SMAs). Our solutions enable firms to achieve the following outcomes:
Customization at scale
Modernized tech stack
Launch new products
We are very pleased with IMTC’s technology. It allows us to more effectively manage client bond portfolios and enables us to deliver increased customization and improved outcomes for clients.
– Richard Saperstein, Chief Investment Officer, Treasury Partners
Replace Excel with next-gen technology in your investment workflows
Make faster, more accurate decisions with the ability to manage across multiple accounts simultaneously. IMTC’s technology enables to you take action; eliminate the need for Excel to identify accounts, make investment decisions, manage investment rules, or allocate trades.
Optimization
Align your portfolio management preferences to actionable outcomes with IMTC’s proprietary, flexible portfolio optimization engine
Allocation
Run user-defined, rule-based allocation protocols ranging from pro-rata to highly nuanced waterfall methodologies
Pre-trade compliance
Codify compliance rules, investment targets, and IPS to embed in all investment decisions pre-trade
Dashboards
Identify needs across accounts at the start of day with portfolio-level filtering on any data fields
Learn how IMTC clients are using our technology
Matt Trachy of LMCG Investments shares how the platform has enabled their firm to grow at scale and dramatically reduce the time it takes to manage fixed income accounts.
Craig Maschmeyer, associate portfolio manager at Goelzer Investment Management, shares how his firm uses IMTC to optimize portfolios more effectively.
See the benefits our clients experience
IMTC technology helps firms to manage fixed income accounts with a speed and accuracy never before possible, bringing automation and efficiency to your fixed income account management.
Reduce time spent allocating trades by over 80%
Optimize 50 portfolios in 2 minutes
Invest fixed income accounts 450x faster than before
Reduce compliance burden by 90%
