Where people, processes,
& technology converge

Explore our insights, research, events, and news on the world of fixed income and technology.

Role

Theme

Types

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.
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.
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.
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…
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.
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.
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.