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 icon

Customization at scale

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

Modernized tech stack

Build a fully integrated, cloud-native ecosystem to scale fixed income operations.
Launch new products icon

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

Matt Trachy quote
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.
Craig Maschmeyer quote
Interview

Craig Maschmeyer, Associate Portfolio Manager

Craig Maschmeyer of Goelzer Investment Management shares how he uses IMTC to optimize portfolios more effectively.
Darryl Jayroe quote
Interview

Darryl Jayroe, CIO

Darryl Jaryoe of Inspire Investing discusses how they have benefitted 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.

80%

Reduce time spent allocating trades by over 80%

2 mins

Optimize hundreds of portfolios in under 2 minutes

450x

Invest fixed income accounts 450x faster than before

90%

Reduce compliance burden by 90%

Read about new clients

Baltimore inner harbor
Press ReleasesPress & Media

T. Rowe Price Partners with IMTC to Scale Fixed Income SMA Offering
March 25, 2025
View of San Mateo CA
Press ReleasesPress & Media

Franklin Templeton Partners with IMTC to Scale Fixed Income SMAs
March 13, 2025
Press release announcing Lord Abbett as client
Press ReleasesPress & Media

Lord Abbett selects IMTC’s technology to offer more personalized fixed income solutions to clients
November 21, 2024

Explore user case studies

Case study thumbnail
Solution Brief

Asset Manager
Explore how an asset manager is using IMTC’s enterprise-level fixed income investment management system.
Case study thumbnail
Solution Brief

Wealth & Trust
Explore how a wealth & trust manager is using IMTC’s premium-level fixed income investment management system.
Case study thumbnail
Solution Brief

RIA
Explore how an RIA is using IMTC’s standard-level fixed income investment management system.