imtcWhy IMTCClient Stories

Real-world stories on outperforming with IMTC

Explore case studies on why clients decided to invest in IMTC’s fixed income technology platform and how it’s embedded into their workflows.

Transform fixed income portfolio management

IMTC clients are fundamentally changing the way they are managing fixed income accounts, specifically with separately managed accounts (SMAs). Our solutions enable firms to achieve the following outcomes:

Customization at scale

Manage hundreds of accounts, simultaneously, while making more precise investment decisions in line with unique preferences.

Modernized tech stack

Build a fully integrated, cloud-native ecosystem to scale fixed income operations.

Launch new products

Create the infrastructure to expand existing or launch new offerings such as SMAs, direct indexing, models, and more.

"We are very pleased with IMTC’s technology. It allows us to more effectively manage client bond portfolios and enables us to deliver increased customization and improved outcomes for clients."

– Richard Saperstein, Chief Investment Officer, Treasury Partners

Hear directly from IMTC users

Interview

Ryan McQuilkin, Managing Director of Fixed Income

Ryan McQuilkin of F.L.Putnam shares how adopting IMTC’s platform enabled the firm to efficiently scale its fixed income SMA and model strategy operations.

Interview

Matt Trachy, Fixed Income Analyst

Matt Trachy of LMCG Investments shares how the platform has enabled their firm to grow at scale and dramatically reduce the time it takes to manage fixed income accounts.