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Where people, processes & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
How New Technology Generates Revenue and Increases Profitability for Home Offices
As deals continue to grow in the wealth management industry, new and innovative technology solutions help the home office and OCIO teams to acquire new advisory teams and grow assets in a scalable…
August 20, 2025
Fixed Income Leaders Summit 2025: Key Takeaways from the Conference
Explore the top trends and technology insights shaping the future of fixed income, as discussed at the 2025 Fixed Income Leaders Summit — including AI, personalized portfolios, SMA growth,…
June 17, 2025
Fixed Income SMAs: A Guide to Launching Scalable Strategies
Discover how firms are successfully launching scalable fixed income SMA strategies with insights from top industry leaders and IMTC’s in-house experts, as our latest whitepaper explores the…
June 4, 2025
Blake Lynch Discusses Industry Trends around Operational Efficiency & Portfolio Management Strategy [video]
In this video, Blake Lynch, Head of Sales, shares insights from his travels, highlighting common industry challenges in operational efficiency and portfolio management, and discusses how IMTC's…
March 11, 2025
Orion Ascent 2025: Key Takeaways on Wealth Management from the Conference
The Orion Ascent conference focused on embracing personalization, leveraging technology, and adapting to changing client expectations. Here, we discuss our top takeaways from the 2025 event.
February 13, 2025
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
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