"Portfolio Managers can truly focus on portfolio management. This is how you deliver customized portfolios at scale because your sole attention will be focused on delivering on your strategies." -…
In part one of this two-part series, we explain why asset management and wealth management firms involved in the fixed income arena must embrace innovative technology to stay competitive.
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…