Axios: Custom Bond Portfolios Move Downmarket
Axios explores how new software is opening access to custom bond portfolios, a corner of the market previously tailored just for the ultra-wealthy.
Where people, processes & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
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Axios: Exclusive: Lord Abbett backs fixed-income platform IMTC
Axios covers IMTC’s announcement of their $12m Series A, which was led by Nyca Partners and included a strategic investment from client, Lord Abbett.
December 4, 2025
IMTC Closes $12 Million Series A Led by Nyca Partners, with Strategic Investment from Lord Abbett
IMTC announces the closing of their $12 million Series A, affirming their ability to optimize fixed income portfolios at scale.
December 4, 2025
Spotlight Series: Caidong Lai on Building Analytics That Fixed Income Managers Can Actually Trust
Caidong Lai’s journey from quant specialist to Financial Engineer at IMTC shows how advanced analytics and automation are reshaping fixed income. His story highlights a future where managers can…
November 20, 2025
MMI Annual Conference Recap: Innovation is Reshaping Advisor Models and Platforms
This year’s MMI Annual Conference underscored a central theme: the wealth management industry is undergoing a fundamental transformation. Advisory practices, client expectations, and technology…
November 13, 2025
Driving Investment Decisions With Integrated Data And Systems
Explore the essential components and advantages of building a seamlessly connected operating system for fixed income portfolio management, from integrating critical data sources and enhancing…
November 12, 2025
The Top 3 Barriers to Performance for Fixed Income Managers
The changing fixed income investment landscape can make it more difficult for portfolio managers to achieve higher returns, however, operational inefficiencies are often their biggest hurdle.
November 6, 2025
The Future of Fixed Income Technology: Evaluating Fixed Income Technology Offerings
To stay relevant in a world of digital-first wealth management, the right technology is essential.
October 30, 2025
IMTC Head of Sales Blake Lynch featured on Investology Podcast
"Portfolio Managers can truly focus on portfolio management. This is how you deliver customized portfolios at scale because your sole attention will be focused on delivering on your strategies." -…
October 23, 2025