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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InterviewsTestimonials & Interviews

Spotlight Series: Kevin Bliss on Managing Billions in Excel and Designing Workflows That Scale
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…
October 8, 2025
Bridge
Press ReleasesPress & Media

IMTC Announces Cambridge Trust Wealth Management, a Division of Eastern Bank, as a Client of its Fixed Income Technology Platform
IMTC is pleased to announce Cambridge Trust Wealth Management, a Division of Eastern Bank, as a client.
October 1, 2025
laptop and desktop screens
InsightsFuture of the Industry

How Cloud Technology Drives Efficiency and Growth for Investment Managers
Cloud-native investment management systems unlock a range of benefits for firms to improve margins and reduce risks.
September 25, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Steve King on Going from IMTC Client to Shaping the Product
Steve King’s journey to Senior Product Manager highlights the value of building technology shaped by real-world portfolio management needs.
September 10, 2025
InsightsFuture of the Industry

5 Questions to Ask When Choosing a Vendor
There are more vendors than ever vying for your attention and business. Ask these questions to find out if vendor can meet your needs.
September 8, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Casper Strømfeldt on Building Technology to Solve Complex Workflows at Scale
Caspers unique experience highlights how the company has evolved from its early coding days into a scalable, enterprise-grade fixed income platform.
September 5, 2025
AwardsPress & Media

Blake Lynch Named 2025 Bond Buyer Rising Star
We congratulate Blake for this well-deserved honor.
September 4, 2025
InterviewsTestimonials & Interviews

Spotlight Series: Blake Lynch on How Technology Finally Made Personalized Fixed Income Possible
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…
August 28, 2025
home office employees discussing technology
InsightsFuture of the Industry

How New Technology Generates Revenue and Increases Profitability for Home Offices
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…
August 20, 2025