Expand the range of solutions at various price points and wrappers to grow your market share without prohibitive manual, time-consuming processes.
Offering new strategies such as SMAs, model portfolios, tax-optimized accounts, and more to meet the changing demands of end clients isn’t scalable with current technology. Using a combination of legacy technology and spreadsheets to make decisions while communicating with clients, sponsors, and custodians is slow and prone to errors.
IMTC can help if you’re having difficulties with:
Transform your ability to scale fixed income management, with artificial intelligence embedded to augment your workflows so you can make investment decisions with speed and accuracy not before possible.
Construct, optimize, allocate, and rebalance across hundreds of accounts at once, with every account still held to its own rules.
Route orders and click-to-trade from a Blotter that shows live offers and inventory from your connected venues, with automated post-trade processing
Build compliance into every decision so you can easily adhere to your firm’s strategies, targets, and unique investment guidelines, fully auditable.
Maintain one source of truth for security data, live market data, and portfolio insights, with complete control and flexibility over your data.
Generate client-ready reports, attribution, composite reporting, and portfolio comparisons, on the fly.
Free up your tech resources for other priorities since IMTC builds and maintains the integrations into your custodians, data providers, execution platforms, and more.
Speak to our sales team. Our team has a consultative approach to help you assess if IMTC’s technology is right for your firm.
info@imtc.com 
110 E. 42nd Street, Suite 805, New York, NY 10017 
(917) 310-2218