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We deliver the detail. You control the risk.

Manage operational risks and embed compliance guidelines into the investment process.

Overcome challenges

Proactively monitor portfolio- and firm-wide risks at scale

Actively identifying and mitigating portfolio risk is difficult without clear visibility into breaches, particularly when:

  • Compliance is not embedded into the front-office investment process.
  • Visibility into active and passive investment breaches is limited. 
  • Target rules need to be maintained across all systems

See how you benefit

IMTC’s investment management platform enables strong risk management

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Mitigate portfolio risk

Gain insight into active and passive breaches in order to ensure compliance with investment restrictions.

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Control firm-wide investment rules

Ensure proactive adherence to compliance guidelines by embedding client restrictions into the front-office investment process.

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Streamline updates to compliance

Update investment targets in real-time as required with new clients or market movements to easily scale with your firm.

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Assess operational risks

Monitor risk across the firm effectively with increased visibility and a streamlined process.

See how it works

Embed compliance into the front-office investment process to minimize risk

  • Monitor pre- and post-trade compliance with dynamic dashboards that identify portfolios with passive or active compliance breaches to take appropriate action.
  • Codify portfolio and security-level compliance restrictions across hundreds of analytics and data points to accurately capture client-specific guidelines and firm-wide targets.
  • Automate the input of compliance rules by integrating with external sources to enable a more scalable compliance solution.
  • Permission access and approval rights associated with creating and updating compliance rules ensures adjustments occur through authorized channels. 

Explore all features on IMTC

Get started

Want to learn how IMTC helps your firm to outperform?

When you explore if IMTC is the right solution for your firm, our team takes a consultative approach to address your pain points. To get started, we will:

  1. Assess your needs to determine if our value meets them.
  2. Demonstrate solutions that address your pain points and support your workflows.
  3. Dive deeper into your needs to provide a report on opportunities for optimization.
  4. Discuss partnership opportunities.