imtcWhy IMTCClient Stories

Real-world stories on outperforming with IMTC

Explore case studies on why clients decided to invest in IMTC’s fixed income technology platform and how it’s embedded into their workflows.

Transform 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:

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Customization at scale

Manage hundreds of accounts, simultaneously, while making more precise investment decisions in line with unique preferences.
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Modernized tech stack

Build a fully integrated, cloud-native ecosystem to scale fixed income operations.
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Launch new products

Create the infrastructure to expand existing or launch new offerings such as SMAs, direct indexing, models, and more.
"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

Hear directly from IMTC users

Matt Trachy quote
Interview
Matt Trachy, Fixed Income Analyst
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 quote
Interview
Craig Maschmeyer, Associate Portfolio Manager
Craig Maschmeyer of Goelzer Investment Management shares how he uses IMTC to optimize portfolios more effectively.
Darryl Jayroe quote
Interview
Darryl Jayroe, CIO
Darryl Jaryoe of Inspire Investing discusses how they have benefitted from using IMTC.

See the benefits our clients experience

IMTC technology helps firms to manage fixed income accounts with a speed and accuracy never before possible.

80%

Reduce time spent allocating trades by over 80%

2 mins

Optimize hundreds of portfolios in under 2 minutes

450x

Invest fixed income accounts 450x faster than before

90%

Reduce compliance burden by 90%

Read about new clients

Press release announcing SEI as IMTC client
Press ReleasesPress & Media

SEI Selects IMTC to Optimize Fixed Income SMA Management and Expand Product Offerings
November 15, 2023
Press Release announcement - Treasury Partners as client
Press ReleasesPress & Media

IMTC Announces Successful Collaboration with Treasury Partners on Cloud-Based Fixed Income Portfolio Management Tool
March 15, 2023
Press Release announcement - 3 new clients
Press ReleasesPress & Media

Three Investment Management Firms Select IMTC’s Platform to Optimize Fixed Income Accounts at Scale
February 1, 2023

Explore user case studies

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Solution Brief
Asset Manager
Explore how an asset manager is using IMTC’s enterprise-level fixed income investment management system.
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Solution Brief
Wealth & Trust
Explore how a wealth & trust manager is using IMTC’s premium-level fixed income investment management system.
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Solution Brief
RIA
Explore how an RIA is using IMTC’s standard-level fixed income investment management system.