imtc Products & Solutions

Where people, processes,
& technology converge

Explore our insights, news, research, and events on the world of fixed income and technology.
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InsightsProducts & Solutions

Fixed Income Trade Allocation: How Technology & Automation Ensure Equitable Bond Allocation Processes
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…
September 10, 2024
Product UpdatesProducts & Solutions

Release Notes: Structured Products, Model Portfolios, Trading Enhancements, and Yield Curves
Explore IMTC’s latest product developments, including the support of structured products, new model portfolio management functionality, an integration into Flyer, the addition of yield curve…
March 28, 2024
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InsightsProducts & Solutions

Fixed Income Portfolio Optimization: Decision Support Tools Modernize Asset & Wealth Management Firms
Portfolio optimization software has advanced significantly in bond management. Learn how fixed income SMA management can be vastly faster and more precise with optimization technology.
March 6, 2024
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Product UpdatesProducts & Solutions

Release Notes: Shock Analysis, Managed Securities, Report Sets, and Enhanced Trading
Explore IMTC’s latest product developments, including interest rate modeling, customized data management, flexible report templates, FIX connectivity, and more.
December 19, 2023
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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,…
August 31, 2023
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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.
May 17, 2023
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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.
February 22, 2023
Muni Matrix Podcast
PodcastsProducts & Solutions

Patrick Duffner Appears on The Muni Matrix Podcast
Patrick Duffner, CFA, joins the Muni Matrix hosts to discuss powerful tools in the market to assist portfolio managers across the fixed income space. Listen to the episode now.
December 8, 2022
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Product UpdatesProducts & Solutions

Release Notes: New Integrations, Enhanced What-If Scenarios, and Increased Control of Allocation and Optimizer Results
Explore IMTC’s latest product developments including integrations with APX, Orion and Vestmark and newly rolled out features including a Scenario deep dive and a custom waterfall allocation module.…
October 5, 2022