Offer personalized muni portfolios at scale

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

The Challenge

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.
The Solution

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
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.

94%

of clients can move to managing multiple accounts simultaneously

 
80%

reduction in time spent allocating trades

90%

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

100%

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

Our clients

Explore how IMTC clients are using IMTC

“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.”
Our Platform

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

Construct, optimize, allocate, and rebalance across hundreds of accounts at once, with every account still held to its own rules.

Route orders and click-to-trade from a Blotter that shows live offers and inventory from your connected venues, with automated post-trade processing

Build compliance into every decision so you can easily adhere to your firm’s strategies, targets, and unique investment guidelines, fully auditable.

Maintain one source of truth for security data, live market data, and portfolio insights, with complete control and flexibility over your data.

Generate client-ready reports, attribution, composite reporting, and portfolio comparisons, on the fly.

Free up your tech resources for other priorities since IMTC builds and maintains the integrations into your custodians, data providers, execution platforms, and more.

Resources

Latest insights

See all insights
Reports & WhitepapersFuture of the Industry

What Modern Fixed Income Trading Desks Actually Need

Findings from IMTC’s inaugural Trading & OMS Report on how portfolio managers, traders, and operations teams are rebuilding their infrastructure for the way fixed income actually works today.
InsightsProducts & 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…
Bond Buyer logo
MediaPress & Media

Bond Buyer: Moneta Turns to IMTC to Expand Its Fixed Income Offerings

Bond Buyer reports on Moneta’s decision to partner with IMTC, consolidating its fixed income workflow onto one platform as the $50 billion RIA expands its tax-aware SMA programs.
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