IMTC logo

IMTC

by IMTC · Since 2017
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ActiveAvailable globallyCloud
Quick facts
VendorIMTC
Year launched2017
StatusActive
Location110 E. 42nd Street, Suite 805 New York, NY 10017, USA
Countries servedGlobal
Languages8
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About IMTC

IMTC is a modern, cloud-native fixed income platform built for asset and wealth managers that need speed, scale, and tighter control across complex bond portfolios.

IMTC is a modern, cloud-native fixed income platform built for asset and wealth managers that need speed, scale, and tighter control across complex bond portfolios. Its biggest strength is that it replaces spreadsheet-heavy workflows with a unified environment for portfolio construction, optimization, and order management, making it easier to handle large numbers of separately managed accounts without losing efficiency. The interface is described as clean, intuitive, and dashboard-driven, which helps users move smoothly from overview to security-level detail without constant screen switching. Its Optimizer stands out for allocating the best-fit bonds across accounts while respecting individual guidelines and compliance rules, and its automated rebalancing tools add real value for bond ladders and model portfolios. Because it is built on Microsoft Azure and designed for straight-through processing, IMTC also offers strong performance, reliability, and smooth integration with custodians, accounting systems, execution venues, CRM tools, and market data providers. The main limitations are its narrow focus on fixed income and the adjustment required for teams moving away from manual workflows.

Pros & Cons

Pros
  • Scales smoothly, so thousands of SMAs feel manageable instead of overwhelming.
  • Cloud-native setup keeps updates quicker and security stronger through Azure.
  • Handles fixed income workflows well, including bond ladders and tax-sensitive optimization.
Cons
  • Firms with heavy equity work may find the platform a bit too fixed-income focused.
  • Pricing information is not publicly available, which may make budgeting and evaluation more difficult.

Features

Key features

Precision-Driven Intelligence

Empowers users to generate investment ideas and construct portfolios within a single, seamless workflow.

Simultaneous Account Optimization

Identifies accounts in need of action and allocates trades equitably across hundreds of portfolios at once.

Turnkey Portfolio & Order Management

Combines portfolio construction with execution capabilities in a unified system to replace legacy spreadsheets.

Automated Pre- and Post-Trade Workflows

Enables straight-through processing by automating the data flow between investment stages.

Interconnected Data Hub

Centralizes live inventory, market data, and proprietary sources into a single ecosystem for real-time accuracy.

Additional features

Portfolio Management

Provides a comprehensive suite of tools for making investment decisions and managing bond accounts across various strategies.

Order Management

Facilitates the streamlined execution and routing of trades within the fixed income lifecycle.

Risk & Compliance

Ensures all portfolio adjustments and trades remain strictly within predefined investment guidelines.

Data & Analytics

Offers integrated market insights and analytical tools to inform fixed income decision-making.

Performance & Reporting

Generates detailed reports on portfolio performance and account status for internal and external stakeholders.

Managed Data & Integrations

Aggregates and maintains data from over 25+ third-party partners including custodians, CRMs, and market data providers.

Dynamic Portfolio Construction

Uses intelligent automation to build and tailor portfolios to fit unique client needs and tax preferences.

Cloud-Native Platform

Built on a modern architecture that supports rapid scaling and reduces the resources needed for maintenance.

Optimization & Allocation

Automatically determines the "best fit" bonds for specific accounts and ensures equitable distribution.

Cash Flow Modeling

Predicts and manages liquidity needs through detailed modeling of future cash movements.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
8
Interface languages
15
Billing currencies

Interface languages

EnglishSpanishFrenchGermanChineseJapaneseItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇰🇷KRW🇷🇺RUB🇮🇳INR🇧🇷BRL🇭🇰HKD

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