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:

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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.
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Allocating across accounts

Determining accounts and quantities in which to allocate bonds is a manual workflow that lacks an equitable and repeatable process.
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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.
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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, 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
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The Outcomes

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

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

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A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.
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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.
Order Management Platform Screenshot
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The compliance module embeds effective risk management and adherence to portfolio strategies, targets, and unique investment guidelines into every investment decision, pre-trade.
Risk & Compliance Platform Screenshot
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A platform that aggregates all data needs including security masters, live market data, analytics, and more with complete flexibility and control over data.
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A dynamic tool to generate both internal reports and client reports, including white-labelled portfolio reporting, attribution, composite reporting, portfolio comparisons, and more.
Performance & Reporting Platform Screenshot
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IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.
Managed Data & Integrations Platform Screenshot
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Resources

Latest insights

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InsightsFuture of the Industry

Key Insights and Innovations from the 2024 Institutional Investor Fixed Income Trading Summit
The Institutional Investor Fixed Income Trading Summit delved into key strategies for enhancing fixed income management. Dive into our blog to explore the hottest topics and insights from the…
November 8, 2024
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InsightsProducts & Solutions

Technology to Optimize the Tax-Loss Harvesting Experience: A Win-Win for Portfolio Managers & Clients
Fixed income investment technology is transforming the tax-loss harvesting experience, enabling portfolio managers to proactively maximize client outcomes and tax savings while relieving a…
December 3, 2024
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MediaPress & Media

The Desk: Lord Abbett picks IMTC for portfolio, order management
The Desk covers IMTC’s announcement of the global asset manager, Lord Abbett, selecting IMTC as portfolio and order management system provider.
December 18, 2024
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