The Desk: SEI taps IMTC for fixed income portfolio management system
The Desk covers IMTC's announcement that SEI is using its fixed income portfolio management system to grow SMA management and customize at scale.
Where people, processes, & technology converge
Explore our insights, news, research, and events on the world of fixed income and technology.
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…
May 9, 2023
The Desk: IMTC platform onboards three new clients
The Desk covers IMTC's announcement of three firms – BLB&B Advisors, LMCG Investments, and Reynders McVeigh Capital Management – who are now adopting the IMTC investment management system.
February 9, 2023
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
The Desk: The Future of Investment Advice & Solutions: Top takeaways from the 2022 MMI Conference
Read about the top trends discussed at the 2022 MMI Annual Conference, focusing on fixed income SMAs. As originally published on The Desk.
November 4, 2022
Bond Buyer: The changing landscape of retail investing
Watch this Leaders Panel on The Bond Buyer website that features Blake Lynch of IMTC and Peter O'Neill of Bank of America, hosted by Lynne Funk.
August 16, 2022
The Desk: Bill Vulpis appointed to IMTC advisory board
The Desk covers IMTC's announcement of fixed income industry veteran, Bill Vulpis, to its advisory board.
August 2, 2022
The Desk: FILS USA 2022: Leveraging technology to greater effect
The audience at FILS USA got an in-depth insight into optimising front office technology on Thursday, with a detailed analysis of how desktop interoperability tools can be used to support traders,…
June 24, 2022
The Desk: FILS USA 2022: How material will desktop interoperability be for traders?
The rollout of FDC3 as a standard to support desktop interoperability between different applications has generated considerable interest in the trading community, as published on The Desk.
June 23, 2022