Market Watch: SEI Selects IMTC to Optimize Fixed Income SMA Management and Expand Product Offerings
Market Watch covers IMTC's press release that SEI has selected its fixed income portfolio management system to grow SMA management and customize accounts at scale.
November 22, 2023
Originally published by Market Watch.
IMTC’s Investment Management System helps SEI expand its capabilities and provide a personalized client experience.
NEW YORK, Nov. 15, 2023 /PRNewswire-PRWeb/ — Leading fixed income technology provider, IMTC, announces a strategic partnership with SEI(R), a global provider of investment and technology solutions. SEI will utilize IMTC’s Investment Management System in fixed income portfolio management, enhancing the company’s ability to provide customized solutions that help clients achieve their unique financial goals.
Sean Simko, Managing Director, Head of Fixed Income Portfolio Management at SEI, said, “In the current economic landscape, separately managed accounts (SMAs) are a critical component of fixed income investing. Our ability to harness cutting-edge technology has empowered us to deliver an exceptional experience for our clients. IMTC enables us to not only meet but exceed our clients’ goals.”
Historically manual processes associated with managing SMAs can limit the ability to provide customization across client portfolios. Through IMTC’s platform, SEI will benefit from integrated data and actionable output, gaining efficiency through the ability to simultaneously manage across many accounts, while adhering to unique compliance guidelines and targets–ultimately delivering personalized SMA solutions at scale.
Russell Feldman, CEO of IMTC, shared the excitement, stating, “We are thrilled to work with a prestigious company like SEI to expand their fixed income investment capabilities. As a tech-forward financial services company, SEI continues to demonstrate their commitment to deploying cutting-edge solutions. We’ve enjoyed working closely with Sean and his team and look forward to a bright future together.”
IMTC successfully implemented the new system for SEI’s fixed income team in three months. This efficient onboarding is the result of IMTC’s cloud-native architecture that enables the swift integration of data sources and a dedicated client success team to ensure effective, and fast, implementations.
Request a demo to see how IMTC helps asset and wealth managers to scale fixed income portfolio management.
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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