Where people, processes,
& technology converge

Explore our insights, news, research, and events on the world of fixed income and technology.
nyc buildings
Product UpdatesProducts & Solutions

Release Notes: Matchers, Live Inventory, Custom Portfolio Fields, and Manage Portfolios by Strategy

Explore IMTC’s latest product developments, including the ability to identify matcher bonds within the Optimizer, view live offers directly on the platform, manage compliance at the strategy level,…
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…
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,…
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.
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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…
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…
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
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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.
glass side of building
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.