IMTC is thrilled to announce that our investment management platform has been nominated for 4 categories of Fund Intelligence’s Operations and Services Awards in 2023! 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 shortlist for the 4 following categories:
- Best Front Office Technology Provider
- Best Portfolio Management System
- Best Cloud-Based Front-Office Solution
- Best New Front-Office Fintech Solution
We are grateful for the support and contributions of our clients and collaborators who helped make our shortlist possible. Congratulations to all who were shortlisted!
Why were we shortlisted?
IMTC has created the first cloud-native investment management system designed for fixed income portfolio management.
The fixed income investment technology space has been stagnant for years, with most managers still using spreadsheets, email, IM, and a conglomeration of software to manage investment processes. With increasing volumes of data and rising requests for customization, portfolio managers have been struggling to keep up.
At the 2022 FILS, Jim Switzer (Alliance Bernstein) said, “fixed income investors need to look at the real-time investable universe, (asking) ‘Is there anything out there that fits our portfolios that we don’t know about?’ An Optimizer is the Holy Grail.” He added, “I only know of a few firms that are doing this—we’re doing it, and IMTC is doing it, well.”
IMTC’s platform provides end-to-end management across hundreds of accounts at once: portfolio construction, order management, data & analytics, compliance, and more to achieve faster, more accurate outcomes at scale. The workflow drastically lowers the amount of time spent on individual portfolios and eliminates manual data processing.
The core of this innovative solution is the Optimizer, which sorts through millions of bonds to determine best-fit selections for hundreds of portfolios at once. Managers can construct and rebalance accounts 400x faster than before, while adhering to compliance and strategy-specific targets. Visualize pre- and post-trade impacts with the scenario sandbox tool, then quickly open an order within the OMS.
The compliance module embeds customized rules on a strategy level, baked into every investment decision. Codify IPS guidelines, sector allocation, duration, or any other custom parameters into every platform action, mitigating risk.
Fixed income portfolio managers have long been neglected technologically. IMTC is the industry’s first all-in-one SaaS income management solution designed to manage hundreds of accounts at once, giving managers the tools to provide a more customized client experience.
Explore how IMTC helps fixed income investors to identify accounts needing attention, assess pre-trade compliance, and allocate bonds across accounts, simultaneously. Learn how you can manage a large number of accounts more effectively.
More about the recognition
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.
With Intelligence will be announcing the winners on February 16th, 2023 at the Metropolitan Club in NYC.