IMTC successfully attained SOC 2 Type II attestation, signifying adherence to the highest standards of data security, privacy, and operational integrity.
IMTC's Patrick Duffner sat down with Mike Casciano of EVO Wealth to discuss the latest trends in fixed income wealth management and how firms are using technology to customize bond accounts at scale.
IMTC announces an updated brand to reflect a more dynamic and authentic representation of our company. The rebrand includes a new logo and tagline, updated color scheme, and updated imagery.
EVO Wealth Consulting announces its new Wealth Technology Solution Guide in a press release. The solution guide features 22 industry-leading providers for the wealth management industry, including…
The Bond Buyer shares this article highlighting IMTC's appointment of Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock.