Kevin Bliss’s experience as a portfolio manager gives him a unique lens into client needs. His focus on data integrity, workflow design, and automation reflects IMTC’s mission: to help firms…
In our first episode, we sit down with Head of Sales, Blake Lynch, who shares how his own journey as a former wealth manager fuels his passion for helping portfolio managers find efficiency and…
As deals continue to grow in the wealth management industry, new and innovative technology solutions help the home office and OCIO teams to acquire new advisory teams and grow assets in a scalable…