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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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
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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.
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
Bond Buyer logo
MediaPress & Media

The Bond Buyer: Shifting investor demands spark explosive growth of SMAs
The Bond Buyer delves into the significant growth of muni SMAs with insights and interviews from leading industry experts, including IMTC's Head of Sales, Blake Lynch.
February 13, 2024
Fund Intelligence shortlist
AwardsPress & Media

IMTC Shortlisted for 3 Fund Intelligence Operations & Services Awards in 2024
IMTC has been shortlisted for Best Front Office Technology, Best Portfolio Management System, and Best New Front-Office Fintech Solution for 2024. Winners will be announced Feb. 15, 2024.
January 15, 2024