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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Product UpdatesProducts & Solutions

Release Notes: Enhanced Compliance Controls, Portfolio Segmentation, and Cash Modeling
Explore IMTC’s latest product developments, including sleeve-level compliance rules and asset segmentation, cash flow visualizations, and more detailed asset allocation management.
February 22, 2023
Fund Intelligence Award - Best New Front Office Fintech Winner
AwardsPress & Media

IMTC Wins Best New Front-Office Fintech Solution at the 2023 Fund Intelligence Awards
IMTC won as the best New Front-Office Fintech Solution at the 2023 Fund Intelligence Operations & Services Awards.
February 17, 2023
MediaPress & Media

The Desk: IMTC platform onboards three new clients
The Desk covers IMTC's announcement of three firms – BLB&B Advisors, LMCG Investments, and Reynders McVeigh Capital Management – who are now adopting the IMTC investment management system.
February 9, 2023
Press Release announcement - 3 new clients
Press ReleasesPress & Media

Three Investment Management Firms Select IMTC’s Platform to Optimize Fixed Income Accounts at Scale
BLB&B Advisors, LMCG Investments, and Reynders McVeigh Capital Management add IMTC’s next-gen platform to modernize fixed income portfolio management processes and enable efficient growth.
February 1, 2023
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InsightsBond Markets

The Year Ahead: 2023 Fixed Income Market Outlook
Our market outlook for 2023, written by John Hallacy, focuses on the most important factors for fixed income markets this year. Commentary includes economic, macro, and political factors, as well as…
January 5, 2023
MediaPress & Media

The Desk: RIAs select IMTC as partner for growth in fixed income account management
The Desk covers IMTC's announcement of Davenport and Company & F.L.Putnam Investment Management selecting IMTC for managing fixed income accounts.
December 13, 2022
Press Release announcement - Davenport & FL Putnam as clients
Press ReleasesPress & Media

RIAs Select IMTC as Partner for Growth in Fixed Income Account Management
Davenport & Company and F.L.Putnam Investment Management bring in IMTC as a technology partner to scale growth for asset and wealth management clients.
December 13, 2022
Muni Matrix Podcast
PodcastsProducts & Solutions

Patrick Duffner Appears on The Muni Matrix Podcast
Patrick Duffner, CFA, joins the Muni Matrix hosts to discuss powerful tools in the market to assist portfolio managers across the fixed income space. Listen to the episode now.
December 8, 2022
Fund Intelligence Award shortlist
AwardsPress & Media

IMTC Shortlisted for 4 Fund Intelligence Operations & Services Awards in 2023
IMTC has been shortlisted for Best Front Office Technology, Best Portfolio Management System, Best Cloud-Based Front-Office Solution, and Best New Front-Office Fintech Solution for 2023. Winners…
November 30, 2022