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
Originally published as an exclusive on The Desk.
By Dan Barnes, The Desk.
IMTC, the provider of fixed income investment management technology, has signed Davenport & Company and F.L.Putnam Investment Management to use IMTC as their portfolio management system. These investment managers are all incorporating new technology to scale fixed income account management and with a view to futureproofing their businesses.
“We’re thrilled to be working with these top-tier institutions to help them expand their offerings for clients,” explained Russell Feldman, CEO of IMTC. “We’re proud that our technology will enable all of them to reduce risk, increase customisation, and improve outcomes for their clients at scale.”
The firms were looking for technology to support decision making across portfolios to produce purpose-fit, compliant trades. IMTC’s cloud-native platform combines workflow with data and analytics to help managers to act across accounts with the desired speed and accuracy.
“We consistently look for opportunities to enhance our technology platform and capabilities to deliver better outcomes for our clients,” said Ryan McQuilkin, managing director of fixed income at F.L.Putnam Investment Management Co. “IMTC’s platform will help drive efficiency across all stages of the investment process allowing us to seamlessly review, allocate, and monitor our clients’ fixed income investments in a single place.”
Kevin Hopkins, first vice president of investments at Davenport, said “Our firm is prepping for the future, and we see IMTC’s solution as an evolving product that will continue to innovate over time.” He added, “the functionality is so much deeper than our previous system and it’s very intuitive. We expect it to help us streamline our trading and improve our portfolio management efficiency so we can focus more of our time on higher-level research.”
This paper is intended for information and discussion purposes only. The information contained in this publication is derived from data obtained from sources believed by IMTC to be reliable and is given in good faith, but no guarantees are made by IMTC with regard to the accuracy, completeness, or suitability of the information presented. Nothing within this paper should be relied upon as investment advice, and nothing within shall confer rights or remedies upon, you or any of your employees, creditors, holders of securities or other equity holders or any other person. Any opinions expressed reflect the current judgment of the authors of this paper and do not necessarily represent the opinion of IMTC. IMTC expressly disclaims all representations and warranties, express, implied, statutory or otherwise, whatsoever, including, but not limited to: (i) warranties of merchantability, fitness for a particular purpose, suitability, usage, title, or noninfringement; (ii) that the contents of this white paper are free from error; and (iii) that such contents will not infringe third-party rights. The information contained within this paper is the intellectual property of IMTC and any further dissemination of this paper should attribute rights to IMTC and include this disclaimer.
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