We’re thrilled to announce that IMTC was named a WealthTech 100 company in 2024!
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’re honored to be included on the list for the second year in a row.
FinTech Global director Richard Sachar said, “The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry.”
See the full WealthTech 100 list here.
Sixth annual WealthTech100 list announcement
The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking distinguishes the most innovative technology providers that are transforming the operations of investment firms, private banks and financial advisors.
In its sixth edition, the WealthTech100 shines a spotlight on the WealthTech companies that every player in the wealth management industry should know about. The finalists were picked by a panel of analysts and industry experts. The judges were tasked with reviewing a list of over 1,300 companies businesses, with FinTech Global providing detailed information on each company to aid the decision process.
To make the list, the panel looked for companies that are helping address some of the biggest challenges and opportunities within wealth management. The list highlights the leading companies in areas such as client acquisition, financial planning, portfolio management and digital brokerage.
The proliferation of digital services has transformed the way individuals want to manage their finances. Coupled with a tech-savvy younger generation, financial institutions have needed to change how they operate, moving towards quick and streamlined experiences that put customers at the front.
FinTech Global director Richard Sachar said, “As the great wealth transfer takes place, wealth management firms are seeking ways to update their operations to meet the demands of future customers. While older generations preferred a human-touch, younger generations place quick, simple and digital processes at the top of their requirements. The WealthTech100 list provides senior decision-makers with a guide on the best vendors in the market and practical examples of how the latest AI advancements are transforming the investment industry.”
A full list of the WealthTech100 and detailed information about each company is available to download for free at www.WealthTech100.com.
Why was IMTC selected as a Wealthtech 100 company?
Founded by fixed income professionals and technologists, IMTC’s cloud-native portfolio and order management platform is fundamentally transforming bond management at a pivotal time in the industry.
IMTC delivers a turnkey fixed income platform that automates manual fund and SMA workflows enabling greater customization and scale. From a single browser page, managers can construct portfolios, manage orders, produce reports, manage compliance/risk, access live pricing, and more. Our managed data and integrations provide a fully interconnected ecosystem that enables highly strategic, custom portfolio management while eliminating traditional laborious, manual processes.
Our clients have:
- Eliminated 80% of manual work
- Improved ability to manage multiple accounts by 90%
- Minimized pre-trade compliance burden by 90%
- Launched new offerings
Our platform’s ability to offer complete customization at scale has enabled several clients to successfully launch new or expand existing SMA businesses.
“In the current economic landscape, SMAs are a critical component of fixed income investing. IMTC’s cutting-edge technology has empowered us to not only meet but exceed our clients’ goals,” explained Sean Simko, Head of Fixed Income Portfolio Management, SEI.
This year, we have been awarded the Best New Front-Office Fintech Solution (Fund Intelligence Awards), Best Integrated Front-Office Platform (Waterstechnology), and WealthTech 100 in 2023.
IMTC continues to empower clients to meet (and exceed) customization demand, expand offerings, and deliver compelling results by offering a transformative new cloud-native, fully integrated, end-to-end management system. With our technology-first platform, firms can be at the forefront of the next generation of fixed-income management.
