imtc Portfolio Managers

Where people, processes,
& technology converge

Explore our insights, news, research, and events on the world of fixed income and technology.
View all insights View all press
MMI Barrons Award 2023 Finalist
AwardsPress & Media

IMTC is a Finalist for MMI/Barron’s Digital Innovation Award in 2023
IMTC is a finalist for MMI/Barron's award that honors a new technological innovation by a solutions provider firm that enhances the investor or advisor experience. Winners will be announced October…
August 10, 2023
portfolio manager tightening tie
InsightsFuture of the Industry

Driving Change: A Guide to Successfully Demonstrating the Value of Technology to Executives
Many portfolio managers see the opportunity for new investments in technology at their firm, but know the challenge in selling the value of technology internally. Since the process can be difficult,…
June 26, 2023
WealthTech100 Award
AwardsPress & Media

IMTC Selected as a WealthTech 100 Company in 2023
WealthTech 100 are the world’s most innovative WealthTech companies that every leader in the wealth and asset management industries needs to know about in 2023.
June 12, 2023
building waves
Product UpdatesProducts & Solutions

Release Notes: Enhanced Optimization and Allocation Functionality and Increased Data Access
Explore IMTC’s latest product developments, including a new waterfall allocation methodology, Optimizer enhancements, improvements to switch trades, and increased data access.
May 17, 2023
Wealthstack podcast promo image
PodcastsFuture of the Industry

IMTC CEO Russell Feldman on WealthStack Podcast
IMTC CEO Russell Feldman joined The WealthStack Podcast, hosted by Shannon Rosic, to discuss fixed income innovation and workflow efficiency.
May 12, 2023
tall buildings
MediaFuture of the Industry

MMI: The Electronification of Fixed Income
Spurred by rising demands for customization, fee compression, interest in tax efficiencies, and other factors, this paper, originally published on the Money Management Institute, discusses how the…
May 9, 2023
winding road through green mountains
Market CommentaryBond Markets

The Fixed Income Brief: Dystopian Market
Amidst hurdles, fixed income markets are holding up admirably. Although the municipal market's volume is down by 30%, it's showing signs of improvement. Speculations of tightening by 25 basis points…
April 26, 2023
Press Release announcement - Treasury Partners as client
Press ReleasesPress & Media

IMTC Announces Successful Collaboration with Treasury Partners on Cloud-Based Fixed Income Portfolio Management Tool
Wealth management firm Treasury Partners utilizes IMTC’s cloud-based fixed income portfolio management trading and investment policy compliance system
March 15, 2023
miami beach view at sunset with palm trees
InsightsFuture of the Industry

4 Takeaways from the 2023 Orion Ascent Conference
The Orion Ascent conference was a valuable meeting of the minds to discuss new innovations and trends in portfolio management. Here, we discuss our top takeaways from the event.
March 8, 2023