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…
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…
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.
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…