Originally published by Market Watch.
IMTC’s Investment Management System helps SEI expand its capabilities and provide a personalized client experience.
NEW YORK, Nov. 15, 2023 /PRNewswire-PRWeb/ — Leading fixed income technology provider, IMTC, announces a strategic partnership with SEI(R), a global provider of investment and technology solutions. SEI will utilize IMTC’s Investment Management System in fixed income portfolio management, enhancing the company’s ability to provide customized solutions that help clients achieve their unique financial goals.
Sean Simko, Managing Director, Head of Fixed Income Portfolio Management at SEI, said, “In the current economic landscape, separately managed accounts (SMAs) are a critical component of fixed income investing. Our ability to harness cutting-edge technology has empowered us to deliver an exceptional experience for our clients. IMTC enables us to not only meet but exceed our clients’ goals.”
Historically manual processes associated with managing SMAs can limit the ability to provide customization across client portfolios. Through IMTC’s platform, SEI will benefit from integrated data and actionable output, gaining efficiency through the ability to simultaneously manage across many accounts, while adhering to unique compliance guidelines and targets–ultimately delivering personalized SMA solutions at scale.
Russell Feldman, CEO of IMTC, shared the excitement, stating, “We are thrilled to work with a prestigious company like SEI to expand their fixed income investment capabilities. As a tech-forward financial services company, SEI continues to demonstrate their commitment to deploying cutting-edge solutions. We’ve enjoyed working closely with Sean and his team and look forward to a bright future together.”
IMTC successfully implemented the new system for SEI’s fixed income team in three months. This efficient onboarding is the result of IMTC’s cloud-native architecture that enables the swift integration of data sources and a dedicated client success team to ensure effective, and fast, implementations.
Request a demo to see how IMTC helps asset and wealth managers to scale fixed income portfolio management.