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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:

Outcomes - Customization at scale

Customization at scale

Outcomes - Modernized tech stack

Modernized tech stack

Outcomes - Launch new products

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

Craig Maschmeyer, Goelzer, interview thumbnail
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Craig Maschmeyer, associate portfolio manager at Goelzer Investment Management, shares how his firm uses IMTC to optimize portfolios more effectively.

Michael Carmichael, Carmichael Financial Advisors
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.

Darryl Jayroe, Inspire Investing
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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%

2 mins

Optimize 50 portfolios in 2 minutes


Invest fixed income accounts 450x faster than before


Reduce compliance burden by 90%


Eliminate 70% of manual work in making investment decisions