Spotlight Interview: Steve King on Scaling Fixed Income Through Technology
Steve King’s journey to Senior Product Manager highlights the value of building technology shaped by real-world portfolio management needs.
Personalize fixed income accounts at scale
Deliver custom bond portfolios to high-net-worth individuals without manual, time-consuming processes.
Do you struggle to manage hundreds of bond accounts using spreadsheets?
Managing individual bond accounts, blended portfolios, and UMAs has become increasingly tedious, prohibiting the ability to tailor portfolios or scale growth. Using a combination of legacy platforms, custodial platforms and spreadsheets to make decisions is slow and prone to errors.
IMTC can help if you’re having difficulties with:
Managing cash and cashflows
Identifying accounts in need of attention due to cash requests or deposits, performing maintenance trades, and determining optimal investments 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.
Adhering to investment guidelines
Maintaining strategies, targets, models, unique requests, and more is a challenge with the number of accounts, particularly if rules are managed in a spreadsheet.
Automating post-trade processes
Communicating trades to the appropriate parties (brokers, custodians, etc.) is a pain due to the lack of straight-through-processing.
Simplify and automate fixed income account management with a fully integrated, turnkey platform
- Invest excess cash or raise cash across accounts in need
- Access decision support tools that keep you in line with portfolio strategy
- Allocate trades equitably across numerous accounts using a user-defined, rules-based methodology
- Enhance pre- and post-trade visibility tailored to client preferences
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.
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
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.”
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.
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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.
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info@imtc.com -
99 Wall Street, Suite 5501, New York, NY 10005 -
(646) 992-3530