Where people, processes,
& technology converge

Explore our insights, news, research, and events on the world of fixed income and technology.
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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,…
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.
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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…
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Press ReleasesPress & Media

Amerant Investments Selects IMTC to Enhance Fixed Income Management and Advisor-Trade Desk Collaboration

IMTC announces that Amerant Investments will leverage IMTC's fixed income platform to improve insights and workflows for advisors and enhance separate account management.
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Press ReleasesPress & Media

T. Rowe Price Partners with IMTC to Scale Fixed Income SMA Offering

IMTC announces a partnership with T. Rowe Price Associates, Inc. as the global asset manager launches a new fixed income separately managed account (SMA) offering, enhancing operational efficiency…
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Press ReleasesPress & Media

Franklin Templeton Partners with IMTC to Scale Fixed Income SMAs

IMTC has announced Franklin Templeton will leverage its technology platform, enabling the renowned global asset manager to enhance customization and automation within fixed income separately managed…
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InsightsFuture of the Industry

Orion Ascent 2025: Key Takeaways on Wealth Management from the Conference

The Orion Ascent conference focused on embracing personalization, leveraging technology, and adapting to changing client expectations. Here, we discuss our top takeaways from the 2025 event.
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MediaPress & Media

Cutter Associates: IMTC Featured in Portfolio Analytics Solutions Report

IMTC was included in research on Portfolio Analytics Solutions by Cutter Associates demonstrating our cutting-edge solutions that meet the evolving needs of the market.
Banner announcing IMTC wins Best Front Office Technology Provider from Fund Intelligence in 2025
AwardsPress & Media

Best Front Office Technology Provider: IMTC Wins in the Fund Intelligence Operations & Services Awards in 2025

IMTC has won Best Front Office Technology Provider in the Fund Intelligence Operations & Services Awards in 2025 for its innovative fixed income portfolio and order management platform.