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…
WealthManagement.com has named IMTC as a finalist for Direct Indexing Technology in its Wealthies Industry Awards. Winners will be announced on September 5th.
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…
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…
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.
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…
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…