imtc Insights Insights Hub

Where people, processes,
& technology converge

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Product UpdatesProducts & Solutions

Release Notes: Modernize Client Proposals, Model Cash Flows, and Enhance Option-Adjusted Calcs
Explore IMTC’s latest product developments including prospect portfolio capabilities, model cash flow functionality, and more robust option-adjusted calculations with Kalotay models.
May 25, 2022
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Product UpdatesProducts & Solutions

Release Notes: Improve Flexibility in Optimizing Portfolios and Visibility into Account Information
Explore IMTC’s latest product developments including improvements to our portfolio Optimizer, a new integration with the Salesforce CRM, and enhanced filtering capabilities.
February 2, 2022
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Product UpdatesProducts & Solutions

Release Notes: Expanding Industry Integrations and Value of Other Asset Types
Explore IMTC’s latest product enhancements including integrations into Bloomberg, Yield Book, Clearwater, and Longview; in addition, we’ve added the ability to monitor asset values of other…
November 11, 2021
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Product UpdatesProducts & Solutions

Release Notes: Enhance Portfolio Management with Switch Trades, Composite Account Management, and a Total Holdings Dashboard
Explore IMTC’s latest product enhancements including the ability to simplify bond swaps, manage accounts at the composite level, and filter for securities across total firm holdings.
July 20, 2021
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Product UpdatesProducts & Solutions

Release Notes: Enhance Visibility into Portfolio Optimizations with Targets and Buy Lists
Explore IMTC's latest product enhancements including targets and buy lists, both of which help provide increased insights in portfolio optimization.
March 24, 2021
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InsightsProducts & Solutions

Portfolio Trading: An Innovative & Efficient Solution for Portfolio Management
Portfolio trading has risen in prominence over the past 5 years and new technology is helping fixed income portfolio managers to easily construct portfolio strategy shifts or invest new cash.
March 10, 2021
modern building
Product UpdatesProducts & Solutions

Release Notes: Streamline Workflows with Allocation Tools, New Integrations, and Reporting
Explore IMTC's latest product enhancements including waterfall allocation, integrations for portfolio and pricing data, customizable reporting, and multi-currency support.
December 16, 2020
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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 be more proactive in maximizing client returns and tax savings, while relieving…
December 9, 2020
stacked stones
InsightsProducts & Solutions

Volatility & Opportunity: Allocating Across Accounts Efficiently
Fixed income investment managers have rare buying opportunities amidst volatility and the resulting dislocation in the market. However, many struggle to fully capitalize when managing thousands of…
April 30, 2020