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We deliver the technology.
You deliver the returns.

Make faster, more accurate decisions across fixed income portfolios with IMTC’s investment management system.

Overcome challenges

Implement optimal investment ideas, faster

Complex pre- and post-trade workflows often result in missed opportunities and at worst, mistakes. Bond investors all too often struggle with outdated, legacy technology due to its:

  • Lack of liquidity and data visibility
  • Siloed systems and workflows
  • Manual processes

See how you benefit

Personalize outcomes for clients based on your investment preferences

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Enhance investment decisions

Make more informed decisions and allocate trades across hundreds of portfolios, simultaneously.

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Manage portfolios proactively

Identify investment opportunities and reduce cash drag in customized, tax-efficient portfolio strategies.

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Mitigate risk

Adhere to compliance guidelines and investment targets pre-trade, while reducing errors, to minimize risks for your clients.

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Invest efficiently

Save time on managing SMAs, delivering models, maintaining bond ladders, and providing direct/custom indexing.

See how it works

An optimizer and portfolio management system unlike any other

Embed investment preferences into powerful decision-support tools on a cutting-edge, cloud-based platform.

  • Optimization: Align your portfolio management preferences to actionable outcomes with IMTC’s proprietary, flexible portfolio optimization engine
  • Allocation: Run user-defined, rule-based allocation protocols ranging from pro-rata to highly nuanced waterfall methodologies
  • Pre-trade compliance: Codify compliance rules, investment targets, and IPS to embed in all investment decisions pre-trade
  • Dashboards: Identify needs across accounts at the start of day with portfolio-level filtering on any data fields

Simplify workflows and manage investments across hundreds of accounts simultaneously.

  • Invest excess cash or raise cash
  • Tax-loss harvest
  • Construct & rebalance portfolios
  • Create generic orders, generate swaps & find matchers
  • Shift strategy or generate new proposal
  • Direct & custom indexing
  • LDI investing
  • Project & manage cashflows
  • Allocate new & secondary issues equitably

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.