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: 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
waterfall
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
portfolio manager reviewing markets
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
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 6, 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
skyline washington DC
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
Boston skyline with FLP logo and headshot
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