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Where people, processes,
& technology converge

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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…
September 10, 2024
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.
August 9, 2024
EVO Wealth Consulting - Wealth Technology Solution Guide
MediaPress & Media

EVO Wealth Consulting: New Wealth Technology Solution Guide with 22 Industry Leaders, Including IMTC
EVO Wealth Consulting announces its new Wealth Technology Solution Guide in a press release. The solution guide features 22 industry-leading providers for the wealth management industry, including…
August 6, 2024
Bond Buyer logo
MediaPress & Media

The Bond Buyer: IMTC adds former BlackRock employee Dave Antonelli
The Bond Buyer shares this article highlighting IMTC's appointment of Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock.
July 29, 2024
MediaPress & Media

The Desk: Dave Antonelli Joins IMTC from BlackRock
The Desk covers IMTC's announcement of Dave Antonelli, former portfolio manager at BlackRock, to the team.
July 29, 2024
Dave Antonelli headshot announcing press release with buildings in background
Press ReleasesPress & Media

IMTC Welcomes Dave Antonelli, BlackRock Alum, to Drive Strategic Growth
Dave Antonelli, former Managing Director at BlackRock, joins the IMTC Sales team to drive strategic growth for the firm.
July 29, 2024
MMI Award Banner 2024 Finalist
AwardsPress & Media

IMTC is a Finalist for MMI/Barron’s Digital Innovation Award for the 2nd Year
IMTC is a finalist for the MMI/Barron's award that honors a new technological innovation by a solutions provider firm that enhances the investor or advisor experience. This is the second consecutive…
July 26, 2024
2024 WealthManagement.com Industry Award Finalist
AwardsPress & Media

IMTC is a Finalist in the 2024 Wealthies Awards for Direct Indexing
WealthManagement.com has named IMTC as a finalist for Direct Indexing Technology in its Wealthies Industry Awards. Winners will be announced on September 5th.
June 17, 2024
cube building blocks
InsightsFuture of the Industry

CUSIPs vs. Characteristics: Managing Fixed Income Portfolios to a Model
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and…
June 11, 2024