IMTC is a Finalist in the 2024 Wealthies Awards for Direct Indexing
WealthManagement.com has named IMTC as a finalist for Direct Indexing Technology in its Wealthies Industry Awards. Winners will be announced on September 5th.
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Explore our insights, research, events, and news on the world of fixed income and technology.
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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
Recalibrating Fixed Income Investments: Insights from the RIA Summit in NYC
At the 2024 NYC RIA Summit, Russell Feldman and Jeffrey MacDonald spoke on a panel about the changing landscape of fixed income. Topics included the state of the market, how SMAs have grown to…
May 23, 2024
IMTC Selected as a WealthTech 100 Company in 2024 for Second Consecutive Year
In its sixth edition, the WealthTech100 shines a spotlight on the WealthTech companies that every player in the wealth management industry should know about in 2024.
April 3, 2024
Release Notes: Structured Products, Model Portfolios, Trading Enhancements, and Yield Curves
Explore IMTC’s latest product developments, including the support of structured products, new model portfolio management functionality, an integration into Flyer, the addition of yield curve…
March 28, 2024
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…
March 5, 2024
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.
February 29, 2024
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.
February 13, 2024
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.
January 15, 2024