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MediaPress & Media

The Desk: Dave Antonelli Joins IMTC from BlackRock

The Desk covers IMTC's announcement of Dave Antonelli, former portfolio manager at BlackRock, to the team.
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Press ReleasesPress & Media

IMTC Welcomes Dave Antonelli, BlackRock Alum, to Drive Strategic Growth

Dave Antonelli, former Managing Director at BlackRock, joins the IMTC Sales team to drive strategic growth for the firm.
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…
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.
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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…
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…
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.
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…
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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.