IMTC Shortlisted for 3 Fund Intelligence Operations & Services Awards in 2024

IMTC is thrilled to announce that our investment management platform has been nominated for 3 categories of Fund Intelligence’s Operations and Services Awards in 2024! The awards recognize and reward excellence and outstanding contributions made by business, operations, & technology leaders at asset management and service provider firms over the past year. IMTC is honored to be a part of this impressive shortlist for the 3 following categories:

• Best Front Office Technology Provider
• Best Portfolio Management System
• Best New Front-Office Fintech Solution

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!

See the full list of Fund Intelligence shortlist winners here.

Why were we shortlisted?

IMTC’s investment management platform brings innovation to an industry that’s been technologically neglected, solving a huge issue – the inability to scale fixed income because of the intensive, manual efforts required to manage these accounts.

Built by technologists with an inherent understanding of the bond market, our platform is not built to marginally improve existing processes. Instead, the IMTC platform completely transforms fixed income investment. Our cloud-native system can rapidly scale and evolve with firms’ management needs, allowing them to achieve stronger outcomes, provide more customization, and grow AUM without any additional strain.

With IMTC, firms can now meet the growing demand to offer SMAs. Virtually unlimited compliance rules, optimizations, and strategy management tools empowers firms to quickly grow SMA offerings without the need to increase headcount. This allows them to maintain market share and stay competitive in a volatile market—multiple of our clients have successfully launched new SMA products over the past year.

Our growing suite of integrations make our platform a single source of truth for the entire investment workflow, removing the need to tab between multiples applications, websites, and spreadsheets. With the IMTC platform, firms can reimagine and modernize their entire investment process.

IMTC conducted a client satisfaction survey in October 2023, and saw the following key results:

• 94% of clients saw an improvement in scaling fixed income with the average improving by 80%
• 94% of clients saw an improvement in managing multiple accounts with the average improving by 90%
• 100% of clients saw a reduction in manual processes with the average reducing 80% of manual efforts
• On average, clients are saving 4 hours on average per week, with many saving up to 8 hours
• 72% of clients have been able to increase the number of portfolios managed by one person
• 94% say IMTC is critical to their firms processes

Explore how IMTC helps fixed income investors to identify accounts needing attention, assess pre-trade compliance, and allocate bonds across accounts, simultaneously. Learn how you can manage a large number of accounts more effectively.

More about the recognition

Year-on-year, the With Intelligence Fund Operations and Services Awards recognize and reward fund service providers who have demonstrated exceptional client service, innovative product development, and strong and sustainable business growth over the past 12 months.

The rigorous judging process, based on the views of a panel of leading industry experts ensures that the Awards recognize those driving up service standards across the sector and stand out from the crowd as the ones the big providers really want to win.

With Intelligence will be announcing the winners on February 15th, 2024 at the Metropolitan Club in NYC.

Learn more about the With Intelligence Fund Intelligence Operations & Services Awards here.