IMTC is excited to announce that we’ve won Best Portfolio Management System from Fund Intelligence’s Operations & Services Awards this year!
The awards recognize and reward excellence and outstanding contributions made by business, operations, & technology leaders at asset management and service provider firms over the past year. IMTC is honored to be a part of this impressive group of service providers in the fintech industry.
We are grateful for the support and contributions of our clients and collaborators who helped make our win possible. Congratulations to all other winners!
See the full list of Fund Intelligence award winners here.
Best Portfolio Management System (PMS) – Why we won
IMTC’s investment management platform brings innovation to an industry that’s been technologically neglected, solving a huge issue – the inability to scale fixed income because of the intensive, manual efforts required to manage these accounts.
Built by technologists with an inherent understanding of the bond market, our platform is not built to marginally improve existing processes. Instead, the IMTC platform completely transforms fixed income investment. Our cloud-native system can rapidly scale and evolve with firms’ management needs, allowing them to achieve stronger outcomes, provide more customization, and grow AUM without any additional strain.
With IMTC, firms can now meet the growing demand to offer SMAs. Virtually unlimited compliance rules, optimizations, and strategy management tools empowers firms to quickly grow SMA offerings without the need to increase headcount. This allows them to maintain market share and stay competitive in a volatile market—multiple of our clients have successfully launched new SMA products over the past year.
Our growing suite of integrations make our platform a single source of truth for the entire investment workflow, removing the need to tab between multiples applications, websites, and spreadsheets. With the IMTC platform, firms can reimagine and modernize their entire investment process.
IMTC conducted a client satisfaction survey in October 2023, and saw the following key results:
- 94% of clients saw an improvement in scaling fixed income with the average improving by 80%
- 94% of clients saw an improvement in managing multiple accounts with the average improving by 90%
- 100% of clients saw a reduction in manual processes with the average reducing 80% of manual efforts
- On average, clients are saving 4 hours on average per week, with many saving up to 8 hours
- 72% of clients have been able to increase the number of portfolios managed by one person
- 94% say IMTC is critical to their firms processes
More about Fund Intelligence Operations & Services Awards
Year-on-year, the With Intelligence Fund Operations and Services Awards recognize and reward fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.
The rigorous judging process, based on the views of a panel of leading industry experts ensures that the Awards recognize those driving up service standards across the sector and stand out from the crowd as the ones the big providers really want to win.
Learn more about the With Intelligence Fund Intelligence Operations & Services Awards here.
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