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Where people, processes,
& technology converge

Explore our insights, research, events, and news on the world of fixed income and technology.
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Press release announcing Lord Abbett as client
Press ReleasesPress & Media

Lord Abbett selects IMTC’s technology to offer more personalized fixed income solutions to clients
The global asset manager adopts new technology to optimize the operations and processes that support its taxable fixed income retail SMA business.
November 21, 2024
SOC 2 type 2 badge
AwardsPress & Media

IMTC Achieves SOC 2 Attestation: A New Standard of Data Security & Compliance
IMTC successfully attained SOC 2 Type II attestation, signifying adherence to the highest standards of data security, privacy, and operational integrity.
November 18, 2024
modern building
InsightsFuture of the Industry

Key Insights and Innovations from the 2024 Institutional Investor Fixed Income Trading Summit
The Institutional Investor Fixed Income Trading Summit delved into key strategies for enhancing fixed income management. Dive into our blog to explore the hottest topics and insights from the…
November 8, 2024
3 Good Questions promo image with EVO Wealth
PodcastsFuture of the Industry

Patrick Duffner featured on 3 Good Questions from EVO Wealth
IMTC's Patrick Duffner sat down with Mike Casciano of EVO Wealth to discuss the latest trends in fixed income wealth management and how firms are using technology to customize bond accounts at scale.
November 1, 2024
Gradient with new IMTC logo
InsightsPress & Media

IMTC Rebrand Announcement: Embracing Innovation Through a Refreshed Visual Identity
IMTC announces an updated brand to reflect a more dynamic and authentic representation of our company. The rebrand includes a new logo and tagline, updated color scheme, and updated imagery.
October 23, 2024
waterfall
InsightsProducts & Solutions

Fixed Income Trade Allocation: How Technology & Automation Ensure Equitable Bond Allocation Processes
Historically, portfolio managers have relied on manual processes and gut to allocate issues across accounts, or risk losing out on a new issue. Now, new technology is making trade allocations far…
September 10, 2024
RIABiz logo
MediaPress & Media

RIABiz: Fixed-income start-up nabs BlackRock veteran
RIABiz included the IMTC announcement Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock, joining the team.
August 9, 2024
EVO Wealth Consulting - Wealth Technology Solution Guide
MediaPress & Media

EVO Wealth Consulting: New Wealth Technology Solution Guide with 22 Industry Leaders, Including IMTC
EVO Wealth Consulting announces its new Wealth Technology Solution Guide in a press release. The solution guide features 22 industry-leading providers for the wealth management industry, including…
August 6, 2024
Bond Buyer logo
MediaPress & Media

The Bond Buyer: IMTC adds former BlackRock employee Dave Antonelli
The Bond Buyer shares this article highlighting IMTC's appointment of Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock.
July 29, 2024