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SOC 2 type 2 badge
AwardsPress & Media

IMTC Achieves SOC 2 Attestation: A New Standard of Data Security & Compliance
IMTC successfully attained SOC 2 Type II attestation, signifying adherence to the highest standards of data security, privacy, and operational integrity.
November 18, 2024
Gradient with new IMTC logo
InsightsPress & Media

IMTC Rebrand Announcement: Embracing Innovation Through a Refreshed Visual Identity
IMTC announces an updated brand to reflect a more dynamic and authentic representation of our company. The rebrand includes a new logo and tagline, updated color scheme, and updated imagery.
October 23, 2024
2024 WealthManagement.com Industry Award Finalist
AwardsPress & Media

IMTC is a Finalist in the 2024 Wealthies Awards for Direct Indexing
WealthManagement.com has named IMTC as a finalist for Direct Indexing Technology in its Wealthies Industry Awards. Winners will be announced on September 5th.
June 17, 2024
WealthTech 100 logo
AwardsPress & Media

IMTC Selected as a WealthTech 100 Company in 2024 for Second Consecutive Year
In its sixth edition, the WealthTech100 shines a spotlight on the WealthTech companies that every player in the wealth management industry should know about in 2024.
April 3, 2024
Waterstech Award Win
AwardsPress & Media

IMTC Wins Best Integrated Front-office Platform from Waterstechnology in 2023
IMTC wins the Waterstechnology Buy-Side Technology Award in 2023 for Best Integrated Front-Office Platform. This award recognizes a technology solution that address the bulk management of portfolios,…
November 6, 2023
WealthTech100 Award
AwardsPress & Media

IMTC Selected as a WealthTech 100 Company in 2023
WealthTech 100 are the world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2023.
June 12, 2023
Bond Buyer logo
AwardsPress & Media

The Bond Buyer announces IMTC CEO, Russell Feldman, as 2022 Rising Star
Bond Buyer's Rising Stars are muni finance professionals under 40 who have made a positive contribution to the community. We're honored to have our CEO as a 2022 Rising Star!
November 14, 2022
Goelzer Investment Mgmt team at charity initiative
InsightsFuture of the Industry

Goelzer Investment Management: A Rare Gem in their Dedication to Community Service
Since its inception, Goelzer has embedded charity and community service into its culture. Our team is lucky to call this inspiring, 35+ person firm a client!
October 25, 2022
WealthManagement Industry Awards Finalist
AwardsPress & Media

IMTC Finalist in 2022 Wealthies Awards for Rebalancing Technology
WealthManagement.com’s Industry Awards recognizes IMTC as a finalist for Rebalancing Technology. Winners will be announced on September 8th.
June 9, 2022