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Franklin Templeton Partners with IMTC to Scale Fixed Income SMAs

IMTC has announced Franklin Templeton will leverage its technology platform, enabling the renowned global asset manager to enhance customization and automation within fixed income separately managed accounts.
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IMTC has announced Franklin Templeton will leverage its technology platform, enabling the renowned global asset manager to enhance customization and automation within fixed income separately managed accounts.

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New York, NY, March 13, 2025 /PRNewswire-PRWeb/ — IMTC, an industry-leading fixed income technology platform, proudly announces its new partnership with Franklin Templeton, a top-tier global asset manager. This collaboration enables Franklin Templeton to efficiently expand its fixed income separately managed accounts business (SMAs) by leveraging IMTC’s technology solutions.

Michael Salm, SVP Fixed Income at Franklin Templeton, commented, “Adopting the IMTC platform aligns with our vision to enhance customization and efficiency in managing our client portfolios. Over the next few years, we anticipate significant growth in the SMA space and we’re excited to scale operations to fully capitalize on this promising opportunity.”

Franklin Templeton is leveraging IMTC’s end-to-end platform, which includes optimization, allocation, compliance, and order management tools. This technology will enable Franklin Templeton to manage bond accounts more effectively, enhance personalization and tax optimization strategies to provide greater value to clients.

“We are excited to partner with Franklin Templeton as they expand access to fixed income SMA offerings. Our platform is built to empower asset managers with the tools they need to scale operations and enhance customization, while maintaining exceptional service levels,” expressed Russell Feldman, CEO of IMTC. “We look forward to supporting Franklin Templeton in modernizing their fixed income tech stack to meet the evolving needs of clients.”

Learn more about IMTC’s fixed income platform for scaling SMA management here.


About Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and $1.58 trillion in assets under management as of January 31, 2025. For more information, please visit franklintempleton.com and follow us on LinkedIn, X and Facebook.

About IMTC

IMTC is an enterprise fintech provider that is fundamentally changing the way asset and wealth management firms manage fixed income assets for their clients. The cutting-edge, cloud-native portfolio and order management platform provides a comprehensive suite of tools combining advanced analytics, automation capabilities, and actionable insights. IMTC empowers firms with the ability to customize accounts at scale, modernize tech stacks, and launch products previously inaccessible. Clients benefit from making faster, more accurate, and more compliant investment decisions across portfolios, simultaneously. IMTC has a global presence, with headquarters in New York City. For more information, visit www.imtc.com or follow on LinkedIn.

See the original press release on PRWeb.





This paper is intended for information and discussion purposes only. 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.