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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
Modernized tech stack
Launch new products
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
Play Video about Craig Maschmeyer, Goelzer, interview thumbnail
Craig Maschmeyer, associate portfolio manager at Goelzer Investment Management, shares how his firm uses IMTC to optimize portfolios more effectively.
Play Video about Michael Carmichael, Carmichael Financial Advisors
Mike Carmichael of Carmichael Financial shares how the platform has been a competitive advantage and saves time.
Play Video about Darryl Jayroe, Inspire Investing
Darryl Jayroe, CIO of Inspire Investing, discusses how they have benefited from using IMTC.
See the benefits our clients experience
IMTC technology helps firms to manage fixed income accounts with a speed and accuracy never before possible.
Reduce time spent allocating trades by over 80%
Optimize 50 portfolios in 2 minutes
Invest fixed income accounts 450x faster than before
Reduce compliance burden by 90%
