IMTC is a Finalist in the 2025 Wealthies Awards for Cash Optimization

Our team is thrilled to announce that we’ve been selected as a Finalist in the 2025 WealthManagement.com Wealthies Awards! IMTC has been named a Finalist in the Cash Optimization category, alongside 2 other providers.

This recognition highlights our commitment to helping advisors optimize yields from clients’ cash holdings via cutting-edge technology. According to WealthManagement.com, the Cash Optimization category celebrates new initiatives, products, programs, platforms, or enhancements that empower advisors to improve cash management. Finalists are evaluated on both quantitative measures, such as feature set, adoption, scope, and advisor survey scores, as well as qualitative measures, including innovation and creativity.

We are deeply grateful for the ongoing support and partnership of our clients and collaborators who made this recognition possible. Congratulations to all of this year’s outstanding finalists!

See the full list of finalists here.

Why were we recognized for Cash Optimization?

IMTC’s cash optimization capabilities revolutionize fixed income management by enabling efficient cash management across multiple accounts while adhering to compliance rules. Integrations with custodians and aggregators provide real-time insights into cash balances, while also partitioning out cash balances for the fixed income sleeve of an account. IMTC’s platform enables portfolio managers to easily view balances and make quick, effective decisions on how to raise or invest cash optimally. Portfolio managers can set investment targets and characteristics, which are automatically considered in every decision. The standout feature, IMTC’s Optimizer, is an algorithmic engine that identifies optimal buys and sells across portfolios, considering strategy, targets, compliance, and client requests. This comprehensive platform includes tools for rebalancing, creating scenarios, allocating equitably, and generating reports, ensuring enhanced portfolio outcomes.

The goals of IMTC have always been to enhance efficiency, accuracy, and effectiveness in fixed income portfolio management. Over the past year, IMTC enhanced cash management efficiency by increasing connectivity, expanding OMS tools, and launching click-to-trade functionality. The platform offers portfolio managers real-time insights into cash balances and needs, facilitating optimal investment or cash-raising strategies through the Optimizer. By streamlining workflows and automating processes, IMTC reduces manual errors and increases operational efficiency, allowing managers to handle multiple accounts seamlessly. This integrated approach ensures that portfolio management, order management, and execution are synchronized, providing a comprehensive solution for managing cash effectively.

Explore how IMTC helps fixed income investors with cash optimizat. Talk to our team to learn more.

More about the Wealthies Awards

Now in its 11th year, the “Wealthies” is the only awards program of its kind celebrating the organizations and individuals who bring new innovations to market and make a real difference to the daily activities of financial advisors.

Led by WealthManagement.com’s David Armstrong, a panel of independent judges made up of top names in the industry will determine finalists and winners of the awards, which each year recognize the firms and individuals who are bringing new innovations to market. 

A record-breaking number of nominations were submitted for the 11th Annual Industry Awards—1,209 entries from more than 400 companies. Nearly 300 organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program.

The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.