IMTCSolutionsWealth Management

Personalize fixed income accounts at scale

Deliver custom bond portfolios to high-net-worth individuals without manual, time-consuming processes.

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Challenge
The Challenge

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.
The Solution

Simplify and automate fixed income account management with a fully integrated, AI-enhanced 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
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The Outcomes

Implement investment ideas 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

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

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

SEE PORTFOLIO MANAGEMENT

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

SEE ORDER MANAGEMENT

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

SEE RISK & COMPLIANCE

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

SEE DATA & ANALYTICS

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

SEE PERFORMANCE & REPORTING

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

SEE MANAGED DATA & INTEGRATIONS
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.
August 5, 2026
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…
April 7, 2026
Press ReleasesPress & Media

IMTC, MarketAxess Enter Relationship to Enhance Liquidity, Scale Custom Fixed Income Portfolios
IMTC is bringing MarketAxess liquidity directly into its portfolio and order management workflows. Here is what the integration means for portfolio managers who want to route orders to MarketAxess…
September 9, 2026
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