imtcSolutionsTax Exempt

Offer personalized muni portfolios at scale

Manage across multiple strategies concurrently on a modern, intuitive platform without manual, time-consuming processes.

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Are you limited to investing one strategy at a time or using spreadsheets to manage accounts?

Managing hundreds or thousands of portfolios across different strategies – state-focused, laddered, barbell, or custom – isn’t scalable using current technology. Using platforms that can only invest one strategy at a time or using spreadsheets to make decisions isn’t effective.

IMTC can help if you’re having difficulties with:

Aggregating and adapting data

Making decisions with fragmented and rigid data sources is cumbersome and lacks the ability to override details or add custom inputs.

Identifying portfolio gaps

Filtering for accounts that have cash or that need maintenance trades and determining optimal investments with the limited availability of bonds is time-consuming across all accounts.

Allocating across accounts

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

Automating post-trade workflows

Ensuring the back-end trade flow is properly communicated to multiple brokers and custodians is complicated and error-prone without straight-through-processing.

Streamline and automate fixed income account management with a fully integrated, AI-enhanced solution

Monitor cash flows and identify exposures across your entire book
Create optimal portfolios using live inventory that adheres to targets and maximizes tax equivalent yield
Allocate trades equitably across numerous accounts using a user-defined, rules-based waterfall methodology
Enhance pre- and post-trade visibility with aggregated, flexible data

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The Outcomes

Modernize portfolio construction across accounts, faster, with IMTC

Transform your ability to scale fixed income management, with artificial intelligence embedded to augment your workflows so you can make investment decisions with speed and accuracy not before possible.

of clients can move to managing multiple accounts simultaneously

reduction in time spent allocating trades

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

fully connected ecosystem of portfolio management, order management, execution platforms, and data systems

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

A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.

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.

The compliance module embeds effective risk management and adherence to portfolio strategies, targets, and unique investment guidelines into every investment decision, pre-trade.

A platform that aggregates all data needs including security masters, live market data, analytics, and more with complete flexibility and control over data.

A dynamic tool to generate both internal reports and client reports, including white-labelled portfolio reporting, attribution, composite reporting, portfolio comparisons, and more.

IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.

Latest insights

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Insights Future of the Industry

Fixed Income Leaders Summit 2026: Key Takeaways for SMA Managers

The conversations that mattered most at the Fixed Income Leaders Summit were not about the macro outlook but about the machinery under the desk. Here are four signals SMA portfolio managers and CIOs…

June 23, 2026

Insights Products & Solutions

How Fixed Income Managers Win in Volatile Markets

Market volatility exposes the gaps in your workflow before you can fix them. Here’s how the right technology infrastructure helps fixed income managers move from insight to execution when every…

April 7, 2026

Media Press & Media

The Bond Buyer: What’s More Important, AI Optimization or Employee Training?

The Bond Buyer weighs whether AI optimization or employee training matters more for the muni market, featuring IMTC’s Blake Lynch on why AI is lifting fixed income portfolio quality but still needs…

July 9, 2026

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.

info@imtc.com
110 E. 42nd Street, Suite 805 New York, NY 10017
(917) 310-2218