imtc Portfolio Managers

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

Fixed Income Leaders Summit 2025: Key Takeaways from the Conference
Explore the top trends and technology insights shaping the future of fixed income, as discussed at the 2025 Fixed Income Leaders Summit — including AI, personalized portfolios, SMA growth,…
June 17, 2025
2024 WealthManagement.com Industry Awards Finalist
AwardsPress & Media

IMTC is a Finalist in the 2025 Wealthies Awards for Cash Optimization
WealthManagement.com has named IMTC as a finalist for Cash Optimization Technology in its Wealthies Industry Awards. Winners will be announced on September 4th.
June 12, 2025
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InterviewsTestimonials & Interviews

F.L.Putnam Investment Management Case Study: Scaling Fixed Income SMAs and Model Strategies
Ryan McQuilkin, Managing Director of Fixed Income at F.L.Putnam Investment Management, sits down to discuss why they decided to bring IMTC to their firm, how they're using the platform, and what…
June 12, 2025
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Reports & WhitepapersFuture of the Industry

Fixed Income SMAs: A Guide to Launching Scalable Strategies
Discover how firms are successfully launching scalable fixed income SMA strategies with insights from top industry leaders and IMTC’s in-house experts, as our latest whitepaper explores the…
June 4, 2025
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MediaPress & Media

YCharts: Amerant Investments Selects IMTC to Enhance Fixed Income Management and Advisor-Trade Desk Collaboration
YCharts covers the announcement of Amerant Investments selecting IMTC's fixed income platform to improve advisor insights and scale their separately managed account business.
April 8, 2025
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MediaPress & Media

The Desk: IMTC picks up another SMA services client
The Desk covers the announcement of Amerant Investments selecting IMTC's fixed income platform to improve advisor insights and scale their separately managed account business.
April 8, 2025
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Press ReleasesPress & Media

Amerant Investments Selects IMTC to Enhance Fixed Income Management and Advisor-Trade Desk Collaboration
IMTC announces that Amerant Investments will leverage IMTC's fixed income platform to improve insights and workflows for advisors and enhance separate account management.
April 8, 2025
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MediaPress & Media

The Bond Buyer: IMTC announces two SMA partnerships in March
The Bond Buyer March 2025 recap highlights that IMTC announced two partnerships with investment management firms Franklin Templeton and T. Rowe Price for fixed income separately managed accounts…
April 8, 2025
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MediaPress & Media

Fundfire: T. Rowe Teams Up with Tech Firm to Launch Fixed Income SMAs
The Fundfire article covers the announcement that the $1.6 trillion manager is aiming to grow its presence within the SMA space by teaming up with IMTC.
March 26, 2025