4 Takeaways from the 2023 Orion Ascent Conference
The Orion Ascent conference was a valuable meeting of the minds to discuss new innovations and trends in portfolio management. Here, we discuss our top takeaways from the event.
Where people, processes, & technology converge
Explore our insights, research, events, and news on the world of fixed income and technology.
Role
Theme
Types
Release Notes: Enhanced Compliance Controls, Portfolio Segmentation, and Cash Modeling
Explore IMTC’s latest product developments, including sleeve-level compliance rules and asset segmentation, cash flow visualizations, and more detailed asset allocation management.
February 22, 2023
IMTC Wins Best New Front-Office Fintech Solution at the 2023 Fund Intelligence Awards
IMTC won as the best New Front-Office Fintech Solution at the 2023 Fund Intelligence Operations & Services Awards.
February 17, 2023
The Desk: IMTC platform onboards three new clients
The Desk covers IMTC's announcement of three firms – BLB&B Advisors, LMCG Investments, and Reynders McVeigh Capital Management – who are now adopting the IMTC investment management system.
February 9, 2023
Three Investment Management Firms Select IMTC’s Platform to Optimize Fixed Income Accounts at Scale
BLB&B Advisors, LMCG Investments, and Reynders McVeigh Capital Management add IMTC’s next-gen platform to modernize fixed income portfolio management processes and enable efficient growth.
February 1, 2023
The Year Ahead: 2023 Fixed Income Market Outlook
Our market outlook for 2023, written by John Hallacy, focuses on the most important factors for fixed income markets this year. Commentary includes economic, macro, and political factors, as well as…
January 5, 2023
The Desk: RIAs select IMTC as partner for growth in fixed income account management
The Desk covers IMTC's announcement of Davenport and Company & F.L.Putnam Investment Management selecting IMTC for managing fixed income accounts.
December 13, 2022
RIAs Select IMTC as Partner for Growth in Fixed Income Account Management
Davenport & Company and F.L.Putnam Investment Management bring in IMTC as a technology partner to scale growth for asset and wealth management clients.
December 13, 2022
Patrick Duffner Appears on The Muni Matrix Podcast
Patrick Duffner, CFA, joins the Muni Matrix hosts to discuss powerful tools in the market to assist portfolio managers across the fixed income space. Listen to the episode now.
December 8, 2022