Moneta Selects IMTC Platform to Accelerate Fixed Income Growth

View the original press release here.

Will streamline portfolio management workflows and support advisor growth

New York, N.Y. – July 23, 2026 – IMTC, the fixed income technology platform trusted by buy-side portfolio managers, announced that Moneta, a $50 billion RIA headquartered in St. Louis, Missouri, has selected IMTC to support the growth of its fixed income program.

Leveraging IMTC’s integration with Orion, Moneta is consolidating fixed income portfolio construction, optimization, compliance, and reporting into a purpose-built bond platform, enabling the firm to expand its tax-aware SMA program while giving advisors clearer visibility into clients’ bond allocations across accounts.

In a recent survey, more than 92% of clients cited IMTC’s ability to help them scale operations as the primary reason for trusting IMTC with their business. Moneta joins more than 60 IMTC clients, including T. Rowe Price, Franklin Templeton, Lord Abbett and Nomura Asset Management.

From Moneta Chief Investment Officer, Andrew Kelsen:

“Demand for customized fixed income solutions continues to grow, and we are moving beyond legacy systems and manual workflows with IMTC. This gives our advisors a more scalable, consistent platform to support personalized portfolios and strengthen our capabilities to better serve clients.”

From IMTC CEO Russell Feldman:

“Moneta is making a strategic investment in the infrastructure needed to support advisor-led fixed income at scale. By replacing manual processes with a more purpose-built workflow, firms like Moneta can broaden portfolio capabilities, improve consistency and free up more time for advisor and client engagement.”

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About Moneta

Moneta Group Investment Advisors, LLC is a fee-only, partner-owned RIA headquartered in St. Louis, MO, with offices nationwide. Moneta is dedicated to empowering successful families, organizations, and foundations to navigate life’s path and protect what they cherish, delivering personalized attention backed by the resources of a national firm.

About IMTC

IMTC is the fixed income technology leader trusted by portfolio managers, providing end-to-end portfolio and order management, compliance, and reporting so firms can trade smarter, move faster, and scale with confidence. For more information, visit www.imtc.com.

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Q&A

Why are RIAs choosing IMTC to manage fixed income accounts?

RIAs choose IMTC to bring a scalable fixed income SMA offering in-house, simplify how they manage bond portfolios, and deliver more customization with tighter control over it. IMTC consolidates portfolio construction, optimization, compliance, and reporting into one workflow, so teams can personalize at scale without adding operational overhead. The pull usually comes down to four things. They want to run a separately managed account program internally rather than outsourcing it, and grow it without proportional headcount. They want fixed income management simplified, with manual steps and disconnected tools replaced by a single platform. They want to offer clients more customization, from tax-aware construction to account-level preferences. And they want stronger controls around that customization, with pre-trade compliance and guardrails built into the same workflow so personalization never runs ahead of the rules. For a firm like Moneta, that combination is what supports moving beyond legacy systems while expanding an advisor-led fixed income program.

What does IMTC’s integration with Orion offer clients?

IMTC’s native integration with Orion keeps fixed income portfolios in sync automatically. Each morning, IMTC ingests portfolios, holdings, transactions, and more from Orion, so advisory teams spend their time managing money rather than moving files between systems. Firms take the solid foundation Orion provides for portfolio accounting, reporting, and multi-account rebalancing, then add a purpose-built layer of fixed income first technology that lets them run what-if analysis and allocation across accounts, embed pre- and post-trade guardrails, and put actionable workflows on their fixed income data and analytics. The integration provides start-of-day automation, blotter and lots reconciliation, and multi-asset sleeving.

How does IMTC help firms scale a tax-aware fixed income SMA program?

IMTC brings portfolio construction, optimization, compliance, order management, execution, and reporting into a single fixed income workflow, so firms can manage many personalized bond accounts without adding operational overhead. Orders move from idea to execution in one place, with live inventory visible at the point of decision and every trade staged, allocated, and checked against client guidelines before it reaches the market. That is why 92% of surveyed clients say IMTC enables them to scale operations with confidence, and it is what supports a firm like Moneta as it expands a tax-aware SMA program.

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.