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…
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…
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…
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…