We’re thrilled to announce that IMTC was named the New Front-Office Fintech Solution at the 2023 Fund Intelligence Operations & Services Awards!
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.”
Judged by a panel of industry experts, we’re honored to have been selected. We’re in the company of so many who are driving the sector forward, and are grateful our team, clients, and collaborators who made this possible.
Why we were selected
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.
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.
We’ve enabled our clients to do customizations previously thought impossible. Direct and custom indexing are possible for fixed income at scale, advisors can tax loss harvest in seconds, and fixed income managers can build customized ladder strategies for their clients.
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.
Our 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.
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.