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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InsightsProducts & Solutions

Fixed Income Trade Allocation: How Technology & Automation Ensure Equitable Bond Allocation Processes
Historically, portfolio managers have relied on manual processes and gut to allocate issues across accounts, or risk losing out on a new issue. Now, new technology is making trade allocations far…
August 13, 2025
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InsightsProducts & Solutions

Fixed Income Portfolio Optimization: Decision Support Tools Modernize Asset & Wealth Management Firms
Portfolio optimization software has advanced significantly in bond management. Learn how fixed income SMA management can be vastly faster and more precise with optimization technology.
August 7, 2025
MediaPress & Media

Nyca Partners: Portfolio Spotlight on IMTC Featuring Russell Feldman
Nyca Partners published an interview in which Duncan King (Nyca) sat down with IMTC’s CEO, Russell Feldman.
August 5, 2025
AwardsPress & Media

IMTC Named Finalist for the 2025 MMI/Barron’s Industry Awards For 3rd Year
IMTC is a finalist for two MMI/Barron's awards – Digital Innovation and Technology/Solutions Provider of the Year. This is the third consecutive year being selected as a finalist, and winners will…
August 5, 2025
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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