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Retail investors are driving demand for more personalized and tax-efficient fixed income solutions. Asset managers must re-evaluate how they structure, deliver, and scale retail separately managed accounts (SMAs) to remain competitive. Yet many firms grapple with fragmented technology, operational drag, and a lack of clarity on where to start—or how to expand.
This whitepaper arms you with strategic insights and actionable considerations to future-proof your SMA business.
Gain exclusive, practical advice from executives at top asset management firms who have successfully scaled retail fixed income SMA solutions. Their firsthand strategies, best practices, and lessons learned are featured throughout this whitepaper.
IMTC is an enterprise fintech provider that is fundamentally changing the way asset and wealth management firms manage fixed income assets for their clients. The cutting-edge, cloud-native portfolio and order management platform provides a comprehensive suite of tools combining advanced analytics, automation capabilities, and actionable insights. IMTC empowers firms with the ability to customize accounts at scale, modernize tech stacks, and launch products previously inaccessible. Clients benefit from making faster, more accurate, and more compliant investment decisions across portfolios, simultaneously. IMTC has a global presence, with headquarters in New York City. For more information, visit www.imtc.com or follow on LinkedIn.