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bond trader executing trades
InsightsProducts & Solutions

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 returns and tax savings while relieving a…
Fund Intelligence awards 2025 shortlist
AwardsPress & Media

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.
Press release announcing Lord Abbett as client
Press ReleasesPress & Media

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.
SOC 2 type 2 badge
AwardsPress & Media

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.
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InsightsFuture of the Industry

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…
3 Good Questions promo image with EVO Wealth
PodcastsFuture of the Industry

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.
Gradient with new IMTC logo
InsightsPress & Media

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.
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InsightsProducts & Solutions

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…
RIABiz logo
MediaPress & Media

RIABiz: Fixed-income start-up nabs BlackRock veteran

RIABiz included the IMTC announcement Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock, joining the team.