Patrick Duffner Appears on The Muni Matrix Podcast
Patrick Duffner, CFA, joins the Muni Matrix hosts to discuss powerful tools in the market to assist portfolio managers across the fixed income space. Listen to the episode now.
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Explore our insights, news, research, and events on the world of fixed income and technology.
IMTC Shortlisted for 4 Fund Intelligence Operations & Services Awards in 2023
IMTC has been shortlisted for Best Front Office Technology, Best Portfolio Management System, Best Cloud-Based Front-Office Solution, and Best New Front-Office Fintech Solution for 2023. Winners…
November 30, 2022
The Bond Buyer announces IMTC CEO, Russell Feldman, as 2022 Rising Star
Bond Buyer's Rising Stars are muni finance professionals under 40 who have made a positive contribution to the community. We're honored to have our CEO as a 2022 Rising Star!
November 14, 2022
The Desk: The Future of Investment Advice & Solutions: Top takeaways from the 2022 MMI Conference
Read about the top trends discussed at the 2022 MMI Annual Conference, focusing on fixed income SMAs. As originally published on The Desk.
November 4, 2022
Goelzer Investment Management: A Rare Gem in their Dedication to Community Service
Since its inception, Goelzer has embedded charity and community service into its culture. Our team is lucky to call this inspiring, 35+ person firm a client!
October 25, 2022
Release Notes: New Integrations, Enhanced What-If Scenarios, and Increased Control of Allocation and Optimizer Results
Explore IMTC’s latest product developments including integrations with APX, Orion and Vestmark and newly rolled out features including a Scenario deep dive and a custom waterfall allocation module.…
October 5, 2022
IMTC CEO Russell Feldman on Animal Spirits Podcast
IMTC CEO Russell Feldman joined Animal Spirits podcast, hosted by Ben Carlson and Michael Batnick, to discuss revolutionizing the fixed income investment process on the "Talk Your Book - Fixing Fixed…
September 9, 2022
Bond Buyer: The changing landscape of retail investing
Watch this Leaders Panel on The Bond Buyer website that features Blake Lynch of IMTC and Peter O'Neill of Bank of America, hosted by Lynne Funk.
August 16, 2022
Optimizing Fixed Income Accounts with IMTC: An Interview with Mike Carmichael
Michael Carmichael, President of Carmichael Financial, sits down to discuss why they decided to bring IMTC to their firm, how they're using the platform, and what benefits it's provided to their…
August 3, 2022