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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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, 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.

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 DESK: IMTC Partners With ICE Bonds

The DESK reports that ICE Bonds’ fixed income liquidity is now available inside the IMTC platform, giving mutual clients click-to-trade access to the BondPoint and TMC marketplaces from within…

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