Reach out to our team

We’re excited to announce our updated user interface, designed to help you move from idea to execution faster than ever. With more intuitive navigation an…

IMTC

Jan 04, 2026

Our countdown to the new year has spotlighted the trends transforming wealth management and fixed income: Day 1: $14.8T in managed accounts Day 2: $644.6B i…

IMTC

Dec 24, 2025

Day 7 of the countdown to New Years: 72% of platforms now automate tax-loss harvesting! Tax optimization isn’t a nice-to-have anymore. It’s table stakes. …

IMTC

Dec 22, 2025

Day 6 of the countdown to New Years: 60% of credit traders now use automated execution! Fixed income workflows are changing fast – the electronification of …

IMTC

Dec 22, 2025

Day 5 of the countdown to New Years: $858 billion in active muni funds! The active vs. passive debate? In munis, it’s not even close. The score: •⁠ ⁠Active…

IMTC

Dec 22, 2025

Day 4 of the countdown to New Years: $384 billion of flows into fixed income ETFs! 2025 shattered every record for bond ETF demand. Record-breaking number…

IMTC

Dec 22, 2025

The holidays are a time to pause and cherish those closest to us. Wishing you a wonderful holiday season with quality time spent with your family and friends!

IMTC

Dec 23, 2025

Day 3 of the countdown to New Years: Direct indexing just crossed the trillion-dollar mark as we approach 2026! The growth story: •⁠ ⁠$383B in Q3 2022 → $1….

IMTC

Dec 22, 2025

Day 2 of the countdown to 2026 continues: municipal fixed income SMAs now total $644.6 billion! Municipal bonds + SMAs = a match made in tax-efficient heave…

IMTC

Dec 22, 2025