imtc Executives

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MMI Award Banner 2024 Finalist
AwardsPress & Media

IMTC is a Finalist for MMI/Barron’s Digital Innovation Award for the 2nd Year
IMTC is a finalist for the MMI/Barron's award that honors a new technological innovation by a solutions provider firm that enhances the investor or advisor experience. This is the second consecutive…
July 26, 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
cube building blocks
InsightsFuture of the Industry

CUSIPs vs. Characteristics: Managing Fixed Income Portfolios to a Model
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and…
June 11, 2024
InsightsFuture of the Industry

Recalibrating Fixed Income Investments: Insights from the RIA Summit in NYC
At the 2024 NYC RIA Summit, Russell Feldman and Jeffrey MacDonald spoke on a panel about the changing landscape of fixed income. Topics included the state of the market, how SMAs have grown to…
May 23, 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
Product UpdatesProducts & Solutions

Release Notes: Structured Products, Model Portfolios, Trading Enhancements, and Yield Curves
Explore IMTC’s latest product developments, including the support of structured products, new model portfolio management functionality, an integration into Flyer, the addition of yield curve…
March 28, 2024
portfolio manager reviewing markets
InsightsProducts & Solutions

Fixed Income Portfolio Optimization: Decision Support Tools Modernize Asset & Wealth Management Firms
Portfolio optimization software has advanced significantly in bond management. Learn how fixed income SMA management can be vastly faster and more precise with optimization technology.
March 6, 2024
Customization, technology aiding massive SMA growth
PodcastsFuture of the Industry

IMTC CEO Russell Feldman featured on The Bond Buyer Podcast
IMTC CEO Russell Feldman joined The Bond Buyer Podcast, hosted by Lynne Funk, to discuss how customization and tax advantages are driving SMA growth within the muni sector in this podcast on…
March 5, 2024
IMTC wins Best Portfolio Management System in the Fund Intelligence Awards
AwardsPress & Media

Best Portfolio Management System: IMTC Wins in the Fund Intelligence Operations & Services Awards in 2024
IMTC has won Best Portfolio Management System (PMS) in the Fund Intelligence Operations & Services Awards in 2024 for its innovative fixed income platform.
February 29, 2024