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.
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.
Hear directly from IMTC users
Interview
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.
Interview
Craig Maschmeyer, Associate Portfolio Manager
Craig Maschmeyer of Goelzer Investment Management shares how he uses IMTC to optimize portfolios more effectively.
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
Explore user case studies
Solution Brief
Asset Manager
Explore how an asset manager is using IMTC’s enterprise-level fixed income investment management system.
Solution Brief
Wealth & Trust
Explore how a wealth & trust manager is using IMTC’s premium-level fixed income investment management system.
Solution Brief
RIA
Explore how an RIA is using IMTC’s standard-level fixed income investment management system.