The Desk: Franklin Templeton bolsters SMA services
The Desk covers the announcement of Franklin Templeton selecting IMTC's fixed income platform to scale their separately managed account business.
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Franklin Templeton Partners with IMTC to Scale Fixed Income SMAs
IMTC has announced Franklin Templeton will leverage its technology platform, enabling the renowned global asset manager to enhance customization and automation within fixed income separately managed…
March 13, 2025
Blake Lynch Discusses Industry Trends around Operational Efficiency & Portfolio Management Strategy [video]
In this video, Blake Lynch, Head of Sales, shares insights from his travels, highlighting common industry challenges in operational efficiency and portfolio management, and discusses how IMTC's…
March 11, 2025
The Desk: Lord Abbett picks IMTC for portfolio, order management
The Desk covers IMTC's announcement of the global asset manager, Lord Abbett, selecting IMTC as portfolio and order management system provider.
December 18, 2024
Lord Abbett selects IMTC’s technology to offer more personalized fixed income solutions to clients
The global asset manager adopts new technology to optimize the operations and processes that support its taxable fixed income retail SMA business.
November 21, 2024
IMTC Achieves SOC 2 Attestation: A New Standard of Data Security & Compliance
IMTC successfully attained SOC 2 Type II attestation, signifying adherence to the highest standards of data security, privacy, and operational integrity.
November 18, 2024
Patrick Duffner featured on 3 Good Questions from EVO Wealth
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.
November 1, 2024
IMTC Rebrand Announcement: Embracing Innovation Through a Refreshed Visual Identity
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.
October 23, 2024
RIABiz: Fixed-income start-up nabs BlackRock veteran
RIABiz included the IMTC announcement Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock, joining the team.
August 9, 2024