IMTC Information

IMTC delivers the operational infrastructure and intelligence asset and wealth management firms need to optimize across fixed income accounts, execute with precision, and scale with confidence. Built for fixed income managers, IMTC's AI-enhanced platform combines portfolio management, order management, compliance, and reporting in one connected system. Trusted by leading asset managers and wealth management firms, IMTC helps investment teams make faster, more accurate, and more compliant decisions across portfolios, simultaneously. What sets us apart: Scale your book without scaling your team. Grow fixed income AUM and take on new business without adding headcount, by removing the operational bottlenecks that cap how many accounts your team can manage. Optimize across every account, simultaneously. Manage hundreds of accounts at once, each adhering to its own client guidelines and strategy, on a platform purpose-built for SMA managers. Compliance built in before every trade. Every trade is checked for compliance before it executes, through flexible rules and guardrails that adapt to each client's unique targets and restrictions. One hub. Every input. Better outcomes. Operate from a single fixed income hub with everything your team needs from portfolio construction through execution, and artificial intelligence embedded throughout to surface what matters and speed up the manual steps that slow you down. Today, IMTC serves many of the country’s leading SMA managers, asset managers, trust companies, RIAs, broker-dealers, and ETF providers.