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:

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Adhering to unique strategies

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

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

Determining accounts and quantities in which to allocate bonds is a manual workflow that lacks an equitable and repeatable process.
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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

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Order Management icon
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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.
Order Management Platform Screenshot
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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.
Risk & Compliance Platform Screenshot
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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.
Performance & Reporting Platform Screenshot
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IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.
Managed Data & Integrations Platform Screenshot
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Resources

Latest insights

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InsightsFuture of the Industry

CUSIPs vs. Characteristics: Managing Fixed Income Portfolios to a Model
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and…
June 11, 2024
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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
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MediaPress & Media

RIABiz: Fixed-income start-up nabs BlackRock veteran
RIABiz included the IMTC announcement Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock, joining the team.
August 9, 2024
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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.