imtc Executives

Where people, processes,
& technology converge

Explore our insights, news, research, and events on the world of fixed income and technology.
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InterviewsTestimonials & Interviews

Spotlight Series: Caidong Lai on Building Analytics That Fixed Income Managers Can Actually Trust
Caidong Lai’s journey from quant specialist to Financial Engineer at IMTC shows how advanced analytics and automation are reshaping fixed income. His story highlights a future where managers can…
November 20, 2025
Washington DC skyline
InsightsFuture of the Industry

MMI Annual Conference Recap: Innovation is Reshaping Advisor Models and Platforms
This year’s MMI Annual Conference underscored a central theme: the wealth management industry is undergoing a fundamental transformation. Advisory practices, client expectations, and technology…
November 13, 2025
woody clearing
InsightsFuture of the Industry

The Top 3 Barriers to Performance for Fixed Income Managers
The changing fixed income investment landscape can make it more difficult for portfolio managers to achieve higher returns, however, operational inefficiencies are often their biggest hurdle.
November 6, 2025
businessmen reviewing portfolios
InsightsFuture of the Industry

The Future of Fixed Income Technology: Evaluating Fixed Income Technology Offerings
To stay relevant in a world of digital-first wealth management, the right technology is essential.
October 30, 2025
PodcastsPress & Media

IMTC Head of Sales Blake Lynch featured on Investology Podcast
"Portfolio Managers can truly focus on portfolio management. This is how you deliver customized portfolios at scale because your sole attention will be focused on delivering on your strategies." -…
October 23, 2025
12.07.2021 - modern building 900x600
InsightsFuture of the Industry

The Future of Fixed Income Technology: Technology is Changing the Status Quo
In part one of this two-part series, we explain why asset management and wealth management firms involved in the fixed income arena must embrace innovative technology to stay competitive.
October 23, 2025
Building
InsightsBond Markets

The Municipal Bond Revolution: How SMAs are Reshaping a $4 Trillion Market
Municipal bonds—once the quiet corner of the investment world—are undergoing a structural transformation.
October 21, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Kevin Bliss on Managing Billions in Excel and Designing Workflows That Scale
Kevin Bliss’s experience as a portfolio manager gives him a unique lens into client needs. His focus on data integrity, workflow design, and automation reflects IMTC’s mission: to help firms…
October 8, 2025
Bridge
Press ReleasesPress & Media

IMTC Announces Cambridge Trust Wealth Management, a Division of Eastern Bank, as a Client of its Fixed Income Technology Platform
IMTC is pleased to announce Cambridge Trust Wealth Management, a Division of Eastern Bank, as a client.
October 1, 2025