Where people, processes,
& technology converge

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

Role

Theme

Types

Customization, technology aiding massive SMA growth
PodcastsFuture of the Industry

IMTC CEO Russell Feldman featured on The Bond Buyer Podcast

IMTC CEO Russell Feldman joined The Bond Buyer Podcast, hosted by Lynne Funk, to discuss how customization and tax advantages are driving SMA growth within the muni sector in this podcast on…
IMTC wins Best Portfolio Management System in the Fund Intelligence Awards
AwardsPress & Media

Best Portfolio Management System: IMTC Wins in the Fund Intelligence Operations & Services Awards in 2024

IMTC has won Best Portfolio Management System (PMS) in the Fund Intelligence Operations & Services Awards in 2024 for its innovative fixed income platform.
Bond Buyer logo
MediaPress & Media

The Bond Buyer: Shifting investor demands spark explosive growth of SMAs

The Bond Buyer delves into the significant growth of muni SMAs with insights and interviews from leading industry experts, including IMTC's Head of Sales, Blake Lynch.
Fund Intelligence shortlist
AwardsPress & Media

IMTC Shortlisted for 3 Fund Intelligence Operations & Services Awards in 2024

IMTC has been shortlisted for Best Front Office Technology, Best Portfolio Management System, and Best New Front-Office Fintech Solution for 2024. Winners will be announced Feb. 15, 2024.
Market Watch logo
MediaPress & Media

Market Watch: SEI Selects IMTC to Optimize Fixed Income SMA Management and Expand Product Offerings

Market Watch covers IMTC's press release that SEI has selected its fixed income portfolio management system to grow SMA management and customize accounts at scale.
MediaPress & Media

The Desk: SEI taps IMTC for fixed income portfolio management system

The Desk covers IMTC's announcement that SEI is using its fixed income portfolio management system to grow SMA management and customize at scale.
Press release announcing SEI as IMTC client
Press ReleasesPress & Media

SEI Selects IMTC to Optimize Fixed Income SMA Management and Expand Product Offerings

IMTC’s Investment Management System helps SEI expand its capabilities and provide a personalized client experience.
Waterstech Award Win
AwardsPress & Media

IMTC Wins Best Integrated Front-office Platform from Waterstechnology in 2023

IMTC wins the Waterstechnology Buy-Side Technology Award in 2023 for Best Integrated Front-Office Platform. This award recognizes a technology solution that address the bulk management of portfolios,…
MMI Barrons Award 2023 Finalist
AwardsPress & Media

IMTC is a Finalist for MMI/Barron’s Digital Innovation Award in 2023

IMTC is a finalist for MMI/Barron's award that honors a new technological innovation by a solutions provider firm that enhances the investor or advisor experience. Winners will be announced October…