Explore what our clients are saying about IMTC’s investment management system
Investment technology designed for fixed income
We simplify fixed income portfolio management, helping you to outperform and establish a more proactive portfolio management framework. Our cloud-based investment management system allows you to invest faster, and more accurately, than ever before.
Ditch manual investment efforts. Automation has arrived.
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 enhanced visibility across accounts so you can construct, optimize, and rebalance portfolios with ease.
We are fixed income experts at heart
Our team consists of experienced operators and fixed income professionals, coupled with some of the leading minds in cloud computing and enterprise technology.
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
Technology solutions that deliver results
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.
Enhance investment decisions
Gain the visibility to make precise allocation decisions while optimizing hundreds of portfolios simultaneously.
Grow AUM
Amplify efficiency to expand the customized solutions you are able to offer to clients, without adding headcount.
Mitigate risk
Access a cloud-based system incorporating functionality that serves front-, middle-, and back-office personnel mitigating portfolio-specific and firm-wide risks.
Boost client satisfaction
Launch new products and deliver customized solutions for clients at scale.
Why choose IMTC?
Our cloud-based investment management system enables fixed income investors to:
- Make investment decisions across portfolios 450x faster
- Reduce pre-trade compliance burden by 90%
- Allocate bonds 80% faster
- Eliminate 70% of manual work in investment decisions
- Realize 30%+ AUM growth within 6 months of using IMTC
Grow your fixed income business and launch new
offerings, efficiently
Deliver highly customized fixed income products
Expand the range of solutions at various price points and wrappers to grow your market share without prohibitive manual, time-consuming processes.
Offering new strategies such as SMAs, model portfolios, tax optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.
Offering new strategies such as SMAs, model portfolios, tax optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.
Customize fixed income accounts at scale
Deliver custom bond accounts when managing high-net-worth portfolios holistically without manual, time-consuming processes.
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.
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.
Manage customized model portfolios with ease
Build both CUSIP and characteristic-based models for corporates on a platform designed for fixed income investing without manual, time-consuming processes.
Enabling access to custom indexing or customized corporate bond portfolios with model portfolios isn’t scalable with current technology. Using platforms designed for equities means you need spreadsheets to make decisions, effectively limiting investment options.
Enabling access to custom indexing or customized corporate bond portfolios with model portfolios isn’t scalable with current technology. Using platforms designed for equities means you need spreadsheets to make decisions, effectively limiting investment options.
Offer personalized muni portfolios at scale
Manage across multiple strategies concurrently on a modern, intuitive platform without manual, time-consuming processes.
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.
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.