Manage customized model portfolios with ease

Build both CUSIP and characteristic-based models on a platform designed for fixed income investing without manual, time-consuming processes.

The Challenge

Are you stuck managing model portfolios in spreadsheets or on a platform designed for equities?

Enabling access to custom indexing or customized corporate bond portfolios using either CUSIP- or characteristic-based models isn’t scalable with current technology. Using platforms designed for equities means you need spreadsheets to make decisions, effectively limiting investment options.

IMTC can help if you’re having difficulties with:

Executing maintenance trades

Adhering to a model portfolio to maintain the right exposures, especially with limited opportunities to purchase bonds across the capital structure, is too time-consuming to scale effectively.

Managing cash

Identifying accounts that have cash or need to raise cash and determining optimal investments, while respecting underlying security and model positioning, is time-consuming across all accounts.

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 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

Enhance and automate fixed income management with a fully integrated, AI-enhanced platform

  • Construct and rebalance optimal portfolios en masse that utilize the most attractive CUSIPs
  • Adhere to custom indexed portfolios and model portfolio positioning with ease
  • Allocate bonds equitably across accounts using waterfall methodologies while remaining in line with rules
  • Ensure post-trade efficiency with seamless connectivity into all necessary data and platforms
The Outcomes

Capitalize on unique market opportunities, 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.

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

“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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