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.
Empowers users to generate investment ideas and construct portfolios within a single, seamless workflow.
Identifies accounts in need of action and allocates trades equitably across hundreds of portfolios at once.
Combines portfolio construction with execution capabilities in a unified system to replace legacy spreadsheets.
Enables straight-through processing by automating the data flow between investment stages.
Centralizes live inventory, market data, and proprietary sources into a single ecosystem for real-time accuracy.
Provides a comprehensive suite of tools for making investment decisions and managing bond accounts across various strategies.
Facilitates the streamlined execution and routing of trades within the fixed income lifecycle.
Ensures all portfolio adjustments and trades remain strictly within predefined investment guidelines.
Offers integrated market insights and analytical tools to inform fixed income decision-making.
Generates detailed reports on portfolio performance and account status for internal and external stakeholders.
Aggregates and maintains data from over 25+ third-party partners including custodians, CRMs, and market data providers.
Uses intelligent automation to build and tailor portfolios to fit unique client needs and tax preferences.
Built on a modern architecture that supports rapid scaling and reduces the resources needed for maintenance.
Automatically determines the "best fit" bonds for specific accounts and ensures equitable distribution.
Predicts and manages liquidity needs through detailed modeling of future cash movements.
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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.
Does IMTC have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
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Email Address
info@imtc.comContact
+1 917.310.2218SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
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