We’re thrilled to announce that IMTC was named a WealthTech 100 company in 2023!
FinTech Global selects the world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about each year, and we’ve been included on the list this year.
A panel of analysts and experts voted upon a list of over 1,200 businesses. The aim of the list is to help investment firms, private banks and financial advisors with their digital transformation efforts.
FinTech Global director Richard Sachar said, “At a time when not even the giants like Silicon Valley Bank and Credit Suisse are safe, it is vital banks and investment firms have the best technology behind them.
“On top of this, customers are demanding better and more streamlined engagements, and are more than happy to switch to a provider that offers this. This WealthTech100 list will equip senior-level leaders in financial institutions with detailed information on some of the most innovative companies in WealthTech.”
Why IMTC was selected as a WealthTech 100 company
IMTC developed the first cloud-native investment management system for fixed income portfolio management, addressing the stagnation in fixed income technology. Portfolio managers struggle to manage accounts effectively with an extensively manual investment process, particularly as clients increasingly request personalized portfolios.
IMTC provides end-to-end portfolio management including portfolio construction/rebalancing, order management, data/analytics, and compliance, delivering faster and more accurate outcomes at scale.
What sets IMTC apart is its Optimizer and embedded compliance. The Optimizer sorts through millions of bonds to determine best-fit buys and sells for hundreds of portfolios at once, all while aligning investment preferences with actionable outcomes that adhere to compliance, investment strategies, and targets. At FILS 2022, Jim Switzer (Alliance Bernstein) stated that an Optimizer is the Holy Grail for fixed income investors and IMTC is one of the few firms doing it well.
Designed by fixed income professionals, our platform:
- enhances PMs to make stronger, more accurate investment decisions 450x faster than other solutions
- automates the manual aspects of investment workflows to avoid errors, reduce costs, and save time
- interconnects all data/systems into one seamless platform with comprehensive third-party integrations
About the WealthTech 100
The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking and financial advisory needs to know about as they consider and develop their digital transformation strategies and new customer propositions.
The previous WealthTech100 lists received widespread attention. Companies that won places on the list generated huge awareness among investment firms and the wider asset management community. Many were approached directly by financial institutions and asset managers while others got a warmer reception from prospective clients and partners.
The list has been updated for 2023 to recognise the next generation of solution providers shaping the future of the investment industry. The list aims to help senior executives and investment professionals evaluate which digital wealth management and financial advisory models have market potential and are most likely to succeed and have a lasting impact on the industry.