imtcSolutionsAsset Management

Deliver highly customized fixed income products

Expand the range of solutions at various price points and wrappers to grow your market share without prohibitive manual, time-consuming processes.

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Challenge
The Challenge

Are you looking to expand current strategies but lack the infrastructure to do so efficiently?

Offering new strategies such as SMAs, model portfolios, tax-optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.

IMTC can help if you’re having difficulties with:

Investment restrictions & compliance icon

Adhering to unique strategies

Managing complex investment rules, one off requests, and hard stops without a systematized method isn’t accurate enough.
Managing cash and cash flows icon

Managing cash and cashflows

Identifying accounts that have cash or that need maintenance trades and determining optimal investments is time-consuming across all accounts.
Allocation icon

Allocating across accounts

Determining accounts and quantities in which to allocate bonds is a manual workflow that lacks an equitable and repeatable process.
Automating post-trade processing icon

Automating post-trade workflows

Ensuring the back-end trade flow is properly communicated to brokers, custodians, sponsored platforms, etc. is complicated and error-prone without straight-through-processing.
The Solution

Optimize and automate fixed income management with a fully integrated, turnkey platform

  • Optimize portfolios en masse for actionable outcomes that are in line with investment strategies and preferences
  • Adhere to complex and customized investment rules or remain in line with a model portfolio
  • Allocate bonds equitably across accounts while remaining in line with rules
  • Ensure post-trade efficiency with seamless connectivity into all necessary data and platforms
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The Outcomes

Implement investment ideas across accounts, faster, with IMTC

Transform your ability to scale fixed income management when you can make investment decisions with speed and accuracy not before possible.

90%

of our clients are able to offer increased customization within 6 months of using IMTC

60-90

days in which a client can successfully launch new customized SMA offerings

94%

94% of our clients are able to meaningfully scale fixed income management

 
80%

reduction in time spent allocating trades

Our clients

Explore how IMTC clients are using IMTC

Cover page showing Matt Trachy, LMCG Investments
“We had concerns about our old system. With IMTC, we’re more confident that we can work with a higher volume of accounts, move quicker, and that we can handle some of that growth within our system.”
– Matt Trachy, Fixed Income Analyst, LMCG Investments
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Our Platform

Streamline fixed income management with a comprehensive and flexible suite of modules

Portfolio management icon
Order Management icon
Risk & Compliance icon
Data & Analytics icon
Performance & Reporting icon
Managed Data & Integrations icon
A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.
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A trade blotter with functionality to manage orders with direct connectivity into ECNs, dealers, and third-party OMS/EMS platforms to route orders effectively and process trade confirm details automatically.
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The compliance module embeds effective risk management and adherence to portfolio strategies, targets, and unique investment guidelines into every investment decision, pre-trade.
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A platform that aggregates all data needs including security masters, live market data, analytics, and more with complete flexibility and control over data.
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A dynamic tool to generate both internal reports and client reports, including white-labelled portfolio reporting, attribution, composite reporting, portfolio comparisons, and more.
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IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.
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Resources

Latest insights

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InsightsFuture of the Industry

The Fixed Income SMA Revolution: Why Tax Optimization Is Reshaping a $15.8 Trillion Managed Account Industry
Discover how purpose-built technology and tax optimization are driving the explosive growth of fixed income SMAs, reshaping advisor workflows, and setting a new standard for client outcomes in the…
January 22, 2026
InsightsProducts & Solutions

Beyond the Spreadsheet: How Embedded Fixed Income Rules Transform Compliance Burden into Automated Guardrails
For fixed income portfolio managers juggling complex mandates and customized accounts, compliance shouldn’t require checking spreadsheets account-by-account. Discover how embedded rules transform…
January 28, 2026
MediaPress & Media

Strategic Validation: Lord Abbett’s Investment Confirms IMTC’s Leadership in Fixed Income FinTech
Lord Abbett invests in IMTC, validating our Cloud-Native platform as the future of Fixed Income FinTech. Read how this strategic partnership accelerates innovation in portfolio and order management.
December 30, 2025
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Want to learn how IMTC helps your firm to outperform?

Speak to our sales team. Our team has a consultative approach to help you assess if IMTC’s technology is right for your firm.