imtcSolutionsWealth Management

Personalize fixed income accounts at scale

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

Book a Demo
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 cash flows icon

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.
Allocation icon

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 icon

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 processing icon

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
Talk to our team
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
Download case study
Our Platform

Streamline fixed income management with a comprehensive and flexible suite of modules

Portfolio management icon
Order Management icon
Risk & Compliance icon
Data & Analytics icon
Performance & Reporting icon
Managed Data & Integrations icon
A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.
platform screenshots
Explore 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.
Order Management Platform Screenshot
Explore more
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
Explore more
A platform that aggregates all data needs including security masters, live market data, analytics, and more with complete flexibility and control over data.
Data & Analytics Platform Screenshot
Explore more
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
Explore more
IMTC builds and maintains all data and platform integrations to minimize the burden of managing data for firms.
Managed Data & Integrations Platform Screenshot
Explore more
Resources

Latest insights

See all insights
cube building blocks
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
waterfall
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
RIABiz logo
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
Book a Demo

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.