IMTC is a Finalist for MMI/Barron’s Digital Innovation Award for the 2nd Year

IMTC is thrilled to announce that our portfolio and order management platform has been selected as one of four finalists for MMI/Barron’s Digital Innovation – Technology/Solutions Provider for the second year in a row!

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!

Any MMI members are welcome to vote for the following finalists in our category:

• Adhesion Wealth Advisor Solutions – Adhesion Model Marketplace
• Advisor 360° – Advisor Oversight
• Brooklyn Investment Group – Industry-first multi-asset direct indexing platform for advisors
• IMTC – IMTC Investment Management System

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

Why were we selected as a finalist?

IMTC has remained at the forefront of transforming fixed income portfolio and order management, pioneering new solutions to replace legacy technology and spreadsheets. IMTC’s recent expansion of order management and post-trade processing functionalities showcases a commitment to continuous improvement and exceeding evolving market needs. This automation not only saves time but also enhances operational accuracy, further solidifying IMTC’s position as an industry leader.

IMTC’s Investment Management System revolutionizes traditional fixed income workflows by enabling wealth and asset management firms to customize portfolios swiftly and accurately. Through its proprietary Optimizer, Allocation, and Compliance tools, IMTC has empowered fixed income managers for years. This past year, IMTC has expanded order management and post-trade processing functionality.  

By connecting directly into execution platforms (including Bloomberg and BondPoint), portfolio managers can click to trade directly from portfolio construction tools. By automating the post-trade workflows, firms can ensure the back-end trade flow is properly communicated across relevant counterparties including brokers, custodians, sponsored platforms, and more. This reduces the chance of errors and eliminates the need to reconcile trade data, saving valuable time.

This continues to expand IMTC’s ability to help fixed income managers transform their operations and scale fixed income management; fixed income managers are able to customize portfolios at scale or launch new products they couldn’t previously – including direct/custom indexing, SMAs, tax optimized accounts, and more.

IMTC is deserving of this award compared to industry peers because of the innovative, cutting-edge platform that is purpose-built for fixed income managers. IMTC enables asset and wealth managers to transform their business and scale growth.

What sets IMTC apart?

• Customize and optimize portfolios: Dynamic portfolio construction in line with unique preferences, including the ability to manage cash, determine best-fit bonds, tailor portfolios, and allocate equitably across accounts
• Unparalleled connectivity: Centralized ecosystem of data across the investment lifecycle for a holistic investment view and to automate post-trade processing.
• Flexibility & scalability: Modernized tech stack with a cloud-native platform to ensure it can meet growth efficiently, while minimizing the cost and resources to maintain technology.   

Explore how IMTC helps fixed income investors to manage a large number of accounts more effectively.

More about the recognition

The annual MMI/Barron’s Industry Awards recognize innovation and leadership in the investment advisory solutions industry. Now in their 16th year, the Awards celebrate outstanding achievement and honor firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year. 

An impressive number of nominations were received this year which is indicative of all the great work being done in the advisory solutions space.

Winners will be determined by an online vote of designated contacts at each MMI member firm. This process ensures that all member firms are equally represented in the final voting process.

This category honors a new technological innovation (or specific enhancement to an existing platform or tool) by a solutions provider firm that enhances the investor or advisor experience with advisory solutions.

MMI/Barron’s Award winners will be announced at the MMI Annual Conference on October 15, 2024.