Fixed Income Platform

Manage
fixed income
at scale

Elevate fixed income management by automating manual workflows and customizing portfolios with speed and precision—so you can focus on strategic growth and stay ahead of the curve.

Portfolio Overview

Accounts Optimized 342 / 342

Duration Match

97%

Compliance

100%

Trade Efficiency

89%

$4.2^B

AUM Managed

25⁺

Integrations

99^%

Uptime SLA

Trade Executed

STP · 0 manual steps

Client Story

Our technology empowers you to manage fixed income with precision and speed

IMTC is integral in creating efficiencies within our investment process. The technology enables us to create new strategies, tailoring portfolios to fit unique client needs. Managing hundreds of separately managed accounts concurrently, IMTC allows us to smoothly allocate and optimize portfolios, empowering us to deliver an exceptional experience to our clients and grow our business.

– Sean P. Simko, Chief Investment Officer of Internal Fixed Income, SEI

Solutions

Grow your fixed income business and launch new offerings, efficiently and easily

Expand the range of solutions at various price points and wrappers to grow your market share without the burden of manual, time-consuming processes.

Firm type

Asset management

Deliver highly customized fixed income products

Expand the range of solutions at various price points and wrappers to grow your market share without the burden of 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.

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Wealth management

Asset type

Taxable

Tax exempt

Platform

Transform bond account management with precision-driven intelligence

Whether you're managing SMAs, model portfolios, bond ladders, or funds, you need to make decisions across accounts simultaneously – with confidence. IMTC |im-TEK| empowers you to generate ideas, construct portfolios, and execute trades in one seamless workflow.

01.

Dynamic Portfolio Construction

Optimize bond accounts in line with unique preferences

Optimize your portfolios with the ability to identify accounts in need, manage cash and cash flows, determine best fit bonds, tailor portfolios, and allocate equitably across accounts, simultaneously, all while remaining in line with investment guidelines.

02.

Unparalleled Connectivity

Unlock the full potential of your data with a centralized hub

Leverage an interconnected ecosystem of data across the investment lifecycle with industry-leading and proprietary sources to ensure accuracy and control of data and to automate pre- and post-trade workflows, enabling straight-through-processing.

03.

Flexibility & Scalability

Accommodate fixed income growth with a cloud-based platform

Modernize your tech stack with a cloud-native platform to ensure your platform architecture supports increasing portfolio demands and asset growth efficiently, while minimizing the cost and resources to maintain technology.

Modules

Streamline fixed income management with a flexible suite of modules

A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.

Portfolio management

Order management

Risk & compliance

Data & analytics

Performance & reporting

Managed data & integrations

Portfolio Management

A combination of modules to make investment decisions across accounts simultaneously including scenario analysis, optimization, allocation, portfolio filtering, cash flow modelling, and more.

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Integrations

Seamlessly integrate with our industry-leading partners to aggregate all your critical data

Connectivity into portfolio data, live inventory, routing and execution, market data and analytics, CRMs, and proprietary data sources streamlines the flow of data across the investment lifecycle.

See a sample of the 25+ key platform and data integrations available on IMTC or talk to our team for an exhaustive list.

Insights

Explore our latest insights and news

See all insights

InterviewsTestimonials & Interviews

Spotlight Interview: Pat Duffner on How His Buy-Side Experience Shapes Technology That Delivers

IMTC's Chief Strategy Officer Pat Duffner reflects on a decade at J.P. Morgan and how that experience shapes his vision for fixed income technology. He shares perspective on personalization at scale,…

April 29, 2026

MediaPress & Media

The Bond Buyer: Asset Managers, Financial Advisors Working Harder to Customize Products

The Bond Buyer explores how asset managers and financial advisors are pushing the boundaries of portfolio customization, with IMTC CEO Russell Feldman weighing in on the technology driving this shift…

April 16, 2026

InsightsProducts & Solutions

How Fixed Income Managers Win in Volatile Markets

Market volatility exposes the gaps in your workflow before you can fix them. Here's how the right technology infrastructure helps fixed income managers move from insight to execution when every…

April 7, 2026