The Desk: Lord Abbett picks IMTC for portfolio, order management
The Desk covers IMTC's announcement of the global asset manager, Lord Abbett, selecting IMTC as portfolio and order management system provider.
Where people, processes, & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
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Technology to Optimize the Tax-Loss Harvesting Experience: A Win-Win for Portfolio Managers & Clients
Fixed income investment technology is transforming the tax-loss harvesting experience, enabling portfolio managers to proactively maximize client outcomes and tax savings while relieving a…
December 3, 2024
IMTC Shortlisted for 3 Fund Intelligence Operations & Services Awards in 2025
IMTC has been shortlisted for Best Front Office Technology, Best Portfolio Management System, and Best EMS/OMS for 2025. Winners will be announced Feb. 6, 2025.
November 25, 2024
Lord Abbett selects IMTC’s technology to offer more personalized fixed income solutions to clients
The global asset manager adopts new technology to optimize the operations and processes that support its taxable fixed income retail SMA business.
November 21, 2024
IMTC Achieves SOC 2 Attestation: A New Standard of Data Security & Compliance
IMTC successfully attained SOC 2 Type II attestation, signifying adherence to the highest standards of data security, privacy, and operational integrity.
November 18, 2024
Key Insights and Innovations from the 2024 Institutional Investor Fixed Income Trading Summit
The Institutional Investor Fixed Income Trading Summit delved into key strategies for enhancing fixed income management. Dive into our blog to explore the hottest topics and insights from the…
November 8, 2024
Patrick Duffner featured on 3 Good Questions from EVO Wealth
IMTC's Patrick Duffner sat down with Mike Casciano of EVO Wealth to discuss the latest trends in fixed income wealth management and how firms are using technology to customize bond accounts at scale.
November 1, 2024
IMTC Rebrand Announcement: Embracing Innovation Through a Refreshed Visual Identity
IMTC announces an updated brand to reflect a more dynamic and authentic representation of our company. The rebrand includes a new logo and tagline, updated color scheme, and updated imagery.
October 23, 2024
Fixed Income Trade Allocation: How Technology & Automation Ensure Equitable Bond Allocation Processes
Historically, portfolio managers have relied on manual processes and gut to allocate issues across accounts, or risk losing out on a new issue. Now, new technology is making trade allocations far…
September 10, 2024