imtcSolutionsTax Exempt

Offer personalized muni portfolios at scale

Manage across multiple strategies concurrently on a modern, intuitive platform without manual, time-consuming processes.

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Challenge
The Challenge

Are you limited to investing one strategy at a time or using spreadsheets to manage accounts?

Managing hundreds or thousands of portfolios across different strategies – state-focused, laddered, barbell, or custom – isn’t scalable using current technology. Using platforms that can only invest one strategy at a time or using spreadsheets to make decisions isn’t effective.

IMTC can help if you’re having difficulties with:

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Aggregating and adapting data

Making decisions with fragmented and rigid data sources is cumbersome and lacks the ability to override details or add custom inputs.
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Identifying portfolio gaps

Filtering for accounts that have cash or that need maintenance trades and determining optimal investments with the limited availability of bonds is time-consuming across all accounts.
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Allocating across accounts

Determining accounts and quantities in which to allocate bonds in a sector that lacks inventory is a manual workflow that lacks an equitable and repeatable process.
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Automating post-trade workflows

Ensuring the back-end trade flow is properly communicated to multiple brokers and custodians is complicated and error-prone without straight-through-processing.
The Solution

Streamline and automate fixed income account management with a fully integrated solution

  • Monitor cash flows and identify exposures across your entire book
  • Create optimal portfolios using live inventory that adheres to targets and maximizes tax equivalent yield
  • Allocate trades equitably across numerous accounts using a user-defined, rules-based waterfall methodology
  • Enhance pre- and post-trade visibility with aggregated, flexible data
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The Outcomes

Modernize portfolio construction 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.
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Resources

Latest insights

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InsightsFuture of the Industry

CUSIPs vs. Characteristics: Managing Fixed Income Portfolios to a Model
Explore the common challenges of managing fixed income model portfolios using a CUSIP-driven approach, which was originally developed for equity markets, and highlights the inefficiencies and…
June 11, 2024
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InsightsProducts & Solutions

Fixed Income Trade Allocation: How Technology & Automation Ensure Equitable Bond Allocation Processes
Historically, portfolio managers have relied on manual processes and gut to allocate issues across accounts, or risk losing out on a new issue. Now, new technology is making trade allocations far…
September 10, 2024
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MediaPress & Media

RIABiz: Fixed-income start-up nabs BlackRock veteran
RIABiz included the IMTC announcement Dave Antonelli, a 20-year fixed income portfolio manager and Managing Director at BlackRock, joining the team.
August 9, 2024
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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.