RIAs Select IMTC as Partner for Growth in Fixed Income Account Management
Davenport & Company and F.L.Putnam Investment Management bring in IMTC as a technology partner to scale growth for asset and wealth management clients.
December 13, 2022
NEW YORK, New York – IMTC, a leading provider of fixed income investment management technology, announced today that two firms – Davenport & Company and F.L.Putnam Investment Management – have each selected IMTC as their portfolio management system. These investment managers are all incorporating new technology to efficiently scale fixed income account management and futureproof their businesses.
“We’re thrilled to be working with these top tier institutions to help them expand their offerings for clients. We’re proud that our technology will enable all of them to reduce risk, increase customization, and improve outcomes for their clients at scale.”
Russell Feldman, CEO of IMTC
These firms were looking for technology that enables optimal decision making across portfolios producing purpose-fit, compliant trades. IMTC’s cloud-native platform combines workflow efficiency with enhanced data and analytics to empower managers to act across accounts with the desired speed and accuracy.
F.L.Putnam Investment Management:
“We consistently look for opportunities to enhance our technology platform and capabilities to deliver better outcomes for our clients. IMTC’s platform will help drive efficiency across all stages of the investment process allowing us to seamlessly review, allocate, and monitor our clients’ fixed income investments in a single place.”
Ryan McQuilkin, Managing Director of Fixed Income at F.L.Putnam Investment Management Co
Davenport & Company:
“Our firm is prepping for the future, and we see IMTC’s solution as an evolving product that will continue to innovate over time. The functionality is so much deeper than our previous system and it’s very intuitive. We expect it to help us streamline our trading and improve our portfolio management efficiency so we can focus more of our time on higher-level research.”
Kevin Hopkins, First Vice President of Investments at Davenport
To see IMTC’s cloud-based investment management system in action, please visit www.imtc.com/demo.
About Davenport & Company
Founded in 1863, Davenport & Company LLC is an employee-owned leading firm specializing in investment advisory and wealth management services including stock and bond brokerage, asset management, research, financial and retirement planning, insurance, public finance, and corporate finance. Our more than 425 associates, across five states, maintain a discipline of putting our clients’ needs ahead of our own and delivering products and services that meet their goals.
About F.L.Putnam Investment Management
F.L.Putnam provides investment management, financial planning, and investment consulting services to high-net-worth and institutional clients, including individuals, single and multi-family offices, endowments, foundations, and other RIAs. Since 1983, F.L.Putnam has delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth. The firm serves clients nationally from its offices in Maine, Massachusetts, New Hampshire, New York, and Rhode Island. More information is available at www.flputnam.com.
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 possible before, leading to improved performance and lower costs. Our technology solutions streamline and automate end-to-end fixed income investment workflows with the unique ability to take action across hundreds of portfolios at one time, enabling customization at scale. Found out more at https://imtc.com and LinkedIn.
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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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