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modern white building
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
modern building
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
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
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
MediaProducts & Solutions

Fixed Income Solutions for Breakaways Entering the RIA Space by PFI Advisors
In a feature article on InvestmentNews.com, PFI Advisors CEO Matt Sonnen refutes the notion that independent advisors can’t support the sophisticated investment solutions available to wirehouse…
July 2, 2019
lakehouse dock aerial view
InsightsProducts & Solutions

The Evolution of Portfolio Optimization
Cutting edge portfolio optimization tools available today, among them IMTC, take optimization one step further. Find out how IMTC is evolving with the ever-changing portfolio management landscape.
October 29, 2018
modern building
InsightsProducts & Solutions

The Importance of Communicating Investment Performance to Your Clients
As a financial advisor, investors pay you for your professional perspective, analysis, and recommendations on securities. What you are selling is a service – expertise in investment decision making…
September 18, 2018
aerial view of city at nighttime
InsightsProducts & Solutions

Best Practices for Best Execution
Best execution is an investor protection, obligating investment managers to exercise reasonable care when executing a trade in order to obtain the most advantageous terms for the client.
September 18, 2018