We simplify fixed income portfolio management, helping you to outperform and establish a more proactive portfolio management framework. Our
AI-enhanced investment management system allows you to invest faster, and more accurately, than ever before.
Investment management is rapidly evolving. The industry is increasingly focused on SMAs and model portfolios and strategies just as clients are actively asking for more tailored solutions. Legacy technology fails to meet these customization needs, as managers are often stuck making decisions one account at a time. With client requests pouring in, and compliance rules or strategies to consider for each account, you need the ability to customize at scale.
Imagine a simpler, more proactive way to manage fixed income assets, with artificial intelligence embedded across the platform and enhanced visibility across accounts, so you can construct, optimize, and rebalance portfolios with ease.
Our team consists of experienced operators and fixed income professionals, coupled with some of the leading minds in cloud computing and enterprise technology. That same team has embraced AI in how we build and how we work, so we can continue to deliver the leading fixed income solution on the market.
IMTC has redefined what it means to truly serve the fixed income community with a dedicated platform supported by an even more dedicated team.
Learn about our team
Personalize bond accounts for high-net-worth clients at a scale spreadsheets and equity-first platforms were never built to handle.
Offer your flagship strategy as an SMA, mutual fund, or ETF, and deliver highly customized fixed income at lower minimums, without the manual work that caps how many strategies you can run.
Build CUSIP and characteristic-based model portfolios with the precision corporate bond investing requires, not a workaround borrowed from equities.
Run multiple muni strategies concurrently — state-focused, laddered, or custom — on a purpose-built platform.
Our cloud-based investment management system enables fixed income investors to:
We serve investment firms looking to grow their fixed income businesses by enabling meaningful customization and automating manual workflows. We help our clients offer more for their clients – that means lowering account minimums, launching new products, personalizing strategies, and delivering better results.
