IMTC Named Finalist for the 2025 MMI/Barron’s Industry Awards For 3rd Year

We are proud to announce that IMTC has once again been recognized as a finalist for the 2025 MMI/Barron’s Industry Awards. In addition to being recognized forDigital Innovation, IMTC received an additional nomination for Technology/Solutions Provider of the year.

This nomination marks the third consecutive year IMTC’s investment management solution has been shortlisted for this prestigious recognition—an achievement that underscores our commitment to pioneering technological advancements in fixed income portfolio and order management.

We are grateful for the support and contributions of our clients and collaborators who helped make our shortlist possible. Congratulations to all who were shortlisted!

Discover the full list of MMI/Barron’s finalists here.

Why was IMTC selected as a finalist for Digital Innovation and Technology/Solution Provider of the Year?

IMTC stands out in the fixed income industry due to its innovative, purpose-built platform that transforms businesses and scales growth. By increasing operational efficiency, reducing manual processes, and enhancing decision-making, IMTC solidifies its position as an industry leader.

Many other providers offer suboptimal solutions for fixed income management, particularly with SMAs. Often, these providers have equity-based platforms that do not meet the needs of fixed income users. Others enable fixed income managers to analyze one portfolio at a time without visibility across the entire book of business, requiring firms to download data to Excel, cross-reference with other sources, and make decisions manually for each account. IMTC’s solution provides visibility across the entire book of business, allowing firms to filter portfolios needing action and make decisions across accounts simultaneously. Embedded compliance rules enable firms to adhere to strategies, targets, hard rules, and unique preferences en masse.

Additionally, IMTC’s platform connectivity significantly improves operational efficiencies, automates manual data entry, and minimizes the risk of errors. Real-time insight into portfolio holdings and connectivity to trading, execution, and post-trade platforms enable firms to operate more swiftly.

What sets IMTC apart?

IMTC has achieved significant milestones in transforming fixed income portfolio and order management by replacing legacy systems with innovative solutions.

Operational Efficiency: IMTC’s platform has enabled clients to invest 450 times faster, reduce trade allocation time by 80%, and eliminate 80% of manual processes.

Scalability & Customization: 94% of clients have improved their ability to scale fixed income management by 180%, with 78% increasing the number of portfolios managed per person. One client doubled fixed income AUM without adding headcount. Also, 90% of clients increased customization capabilities within 6 months.

Platform Innovations: Over the past year, IMTC has introduced streamlined order management and connectivity into execution platforms (Bloomberg, BondPoint, TMC, MarketAxess), new portfolio management features (shock analysis, attribution, model portfolio management, and more), and enhanced data customization and connectivity.

Are you ready to transform your fixed income portfolio management? Explore how IMTC helps fixed income investors to manage a large number of accounts more effectively.

Why the MMI/Barron’s Industry Awards matter

The MMI/Barron’s Industry Awards—now in their 17th year—celebrate firms that are pushing the industry forward through leadership, innovation, and the delivery of superior solutions for financial advisors and investors. Selection as a finalist is an honor, reflecting the collective effort of our team, the trust of our clients, and the dedication of our partners.

This year’s record number of nominations highlights the vibrancy and ingenuity across the advisory solutions space. Voting is open to all MMI member firms, ensuring that the winners truly reflect the voice of the industry.

Thank you to our community

We are deeply grateful to our clients and partners for their unwavering support and collaboration—and to the Money Management Institute and Barron’s for recognizing the importance of innovation in driving the industry forward. No cost or fee was required to be considered for this award.

Congratulations to all fellow finalists—together, we are shaping the future of investment management.

The winners will be revealed at the MMI Annual Conference on October 15, 2025. We look forward to celebrating the achievements of all the outstanding nominees.

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