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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.

Learn how our investment management solutions help our clients to grow and perform.​

IMTC clients have modernized their technology to enable growth and performance. By streamlining and automating fixed income workflows, clients make investment decisions faster and gain increased visibility into portfolio insights.

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.

Hear how firms have benefited using IMTC

Inspire Benefits of Using IMTC thumbnail
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Darryl Jayroe, CIO of Inspire Investing, discusses how they have benefited from using IMTC.

Quote from client on saving 50% of time to allocate bonds

Goelzer Investment Management explains how they can allocate bonds into accounts 50% faster with IMTC. [no video]

Carmichael - competitive advantage
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Mike Carmichael of Carmichael Financial shares how the platform has been a competitive advantage and saves time.

Our firm was at a crucial growth point, seeking innovative ways to increase our market share and client base. We implemented IMTC’s cloud-based platform to manage our portfolios and it has been a game changer. Our team can now maximize value across all of our portfolios, by making more informed investment decisions in half the time.

– Kimberly, KCG Investment Advisory

Learn how IMTC clients are using IMTC

Carmichael - using IMTC
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Mike Carmichael explains how Carmichael Financial uses IMTC’s Optimizer and Prospecting tools to ease client reviews.

Craig Maschmeyer of Goelzer Investment Management thumbnail
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Craig Maschmeyer, associate portfolio manager at Goelzer Investment Management, shares how he uses IMTC's Targets module to bucket durations and rebalance portfolios.

Darryl Jayroe Of Inspire Investing
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Darryl Jayroe, CIO of Inspire Investing, discussed how he uses IMTC's portfolio and comparison tools, as well as functionality he hopes to explore in the future.

Hear why some of our clients have chosen IMTC

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

Carmichael - why IMTC
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Mike Carmichael, President of Carmichael Financial, explains how they wanted technology to more effectively choose bonds and customize accounts at scale.

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Darryl Jayroe, CIO of Inspire Investing, discusses why they chose IMTC for fixed income portfolio management.