IMTC is thrilled to announce that our investment management platform has been selected as one of four finalists for MMI/Barron’s Digital Innovation – Technology/Solutions Provider this year!
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!
Any MMI members are welcome to vote by August 25th.
Why were we selected as a finalist?
IMTC’s fixed income investment management system completely overhauls traditional investment workflows. Our platform allows wealth and asset management firms to meet the increasing demand for portfolio customization from clients, while investing at a speed and accuracy never before possible. Gone are the days of clunky spreadsheets and siloed software.
With IMTC’s platform, portfolio managers can instantly discover best-fit bonds across hundreds of accounts, while keeping portfolios in line with targets, IPS, and compliance requirements through codified investment rules. Users can also easily visualize the pre- and post-trade impact of trades prior to sending across the desk.
Our cloud-based system provides portfolio construction and management, order management, risk and compliance, data/analytics, reporting, and a managed data service. It also integrates seamlessly with 20+ leading industry data and analytics platforms.
With the ability to make investment decisions across hundreds of accounts simultaneously, our platform allows firms to manage SMAs at scale.
More about the recognition
The annual MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their 15th year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year.
An impressive number of nominations were received this year which is indicative of all the great work being done in the advisory solutions space.
Winners will be determined by an online vote of designated contacts at each MMI member firm. This process ensures that all member firms are equally represented in the final voting process.
The Digital Innovation category honors a new technological innovation (or specific enhancement to an existing platform or tool) by a solutions provider firm that enhances the investor or advisor experience with advisory solutions. Nominations reflect digital technology solutions launched (or significantly enhanced) since October 2022 that improve the user experience, streamline business processes, increase advisor productivity/efficiency, or improve investor outcomes.
MMI/Barron’s Award winners will be announced at the MMI Annual Conference on October 11, 2023.