IMTC Announces Successful Collaboration with Treasury Partners on Cloud-Based Fixed Income Portfolio Management Tool
Wealth management firm Treasury Partners utilizes IMTC’s cloud-based fixed income portfolio management trading and investment policy compliance system
March 15, 2023
NEW YORK, New York – IMTC, a leading provider of fixed income investment management technology, announced that Treasury Partners, a prominent wealth management firm with $22 billion in assets under management, has adopted IMTC’s technology for its fixed income portfolio management team.
Treasury Partners:
“We are very pleased with IMTC’s technology, which allows us to more effectively manage client bond portfolios and enables us to deliver increased customization and improved outcomes for clients. We’re committed to utilizing the necessary tools and technology needed to deliver the highest quality portfolio management services to clients.” – Richard Saperstein, Managing Director, Principal and Chief Investment Officer, Treasury Partners
IMTC’s fixed income management platform is a seamless portfolio management system that enables portfolio managers to manage client bond portfolios all in one place. The platform is equipped with hyper-specific customization through IMTC’s compliance module, comprehensive analytical tools, real-time end-to-end execution, and complete CRM integration. With a platform that connects to all required inputs and data sources, including the major custodial houses, IMTC users are able to manage fixed income portfolios for their clients more effectively and with less operational risk.
“We’re proud to partner with Treasury Partners by providing technology that makes the investment process more efficient and customized, which leads to better client outcomes. It’s been a pleasure to work with Richard and his team. Their desire to implement an interconnected, cloud-native solution is a strong indicator as to how our industry is evolving.” – Russell Feldman, CEO of IMTC
For more information on IMTC’s platform and technology, please visit www.imtc.com/demo.
About Treasury Partners
Based in New York City, Treasury Partners is a team of 29 investment professionals delivering a broad array of wealth and corporate cash management services to private investors, family offices, foundations, endowments, and corporations. Treasury Partners is registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. Visit www.treasurypartners.com. Hightower Advisors, LLC is an SEC registered investment advisor. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC.
About IMTC
New York-based IMTC is a SaaS-based enterprise fintech provider that is fundamentally changing the way asset and wealth management firms manage fixed income assets for their clients. IMTC’s cloud-based investment management system (IMS) optimizes portfolios with a speed and accuracy that’s never been before possible, leading to improved performance and lower cost at scale. Found out more at http://www.imtc.com and on LinkedIn
See the original press release on PRWeb.
This paper is intended for information and discussion purposes only. The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.
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