IMTC

“We must find time to stop and thank the people who make a difference in our lives.” - John F. Kennedy As we gather to celebrate this season of gratitude, we reflect on the past year and all the blessings it has brought us. At IMTC, we are profoundly grateful for the trust and partnership of our clients, the hard work and dedication of our team, and the continuous opportunity to innovate and excel in the wealth and asset management industry. Today, and every day, we are thankful for each one of you who has been a part of our journey. May this Thanksgiving bring you and your families abundance, joy, and peace!

We are incredibly proud to announce that IMTC has been shortlisted for the prestigious Fund Intelligence Operations & Services Awards in not just one, but three categories! This recognition comes for: 🌟 Best Portfolio Management System 🌟 Best EMS/OMS 🌟 Best Front Office Technology Provider This nomination is a testament to our team's relentless dedication to creating innovative solutions that not only meet but exceed the evolving needs of our clients. We continue to push the boundaries of what's possible in financial technology with state-of-the-art systems designed for today’s dynamic fixed income markets. A special highlight of this year has been our focus on enhancing our order management functionality, where we've successfully integrated seamless execution workflows that have significantly improved operational efficiency for our clients. We're thrilled to be recognized for our hard work and commitment to excellence. A big thank you to With Intelligence and everyone who has supported us on this journey. We look forward to continuing to serve our partners and clients with exceptional solutions that drive their success. Stay tuned, and wish us luck for the final awards decision!

"It is a privilege to partner with IMTC. We always put the interests of our client first, and this technology enables us to deliver an exceptional experience by enhancing our fixed income portfolio solutions and harnessing the power of technology," said Doug Sieg, CEO and Managing Partner of Lord, Abbett & Co. LLC. "This platform will enable us to grow and deliver a high degree of customization for our diverse client base." IMTC's CEO Russell Feldman added: "We are pleased to partner with Lord Abbett, a leading fixed income manager renowned for delivering an exceptional client experience. We are excited to support their vision of highly tailored solutions, expanded product offerings, and enhanced outcomes that drive greater value for their clients." Read the full announcement on why Lord Abbett has selected IMTC here: https://lnkd.in/eRYHRQ6m

We were thrilled to have you! Thanks for joining us Wesley Williams.

We are thrilled to announce that IMTC has successfully achieved SOC 2 Type II accreditation! This significant milestone underscores our unwavering commitment to security, operational excellence, and the highest standards of data protection. Achieving SOC 2 Type II attestation is no small feat. It reflects our dedication to maintaining robust security controls and ensuring they operate effectively over time. This accreditation is a testament to the hard work and collaboration of our incredible team and our partners at AssuranceLab. Thank you to everyone who contributed to this achievement. We are proud to continue providing our clients with the confidence that their data is secure and managed with the utmost integrity. Here’s to setting new benchmarks in security and operational excellence! Learn more about our SOC 2 Type II attestation here: https://lnkd.in/e3nsaD7p AICPA #SOC2 #DataSecurity #Compliance

Did you know that approximately 50% of fixed income trades are now executed electronically? The bond market has seen significant growth in the electronification of trades, and this was definitely a top topic at the Institutional Investor Fixed Income Trading Summit last month. What else was discussed at the event? ✅ The ever-increasing role of #electronification and #automation in trading ✅ How ETFs and portfolio trades are reshaping liquidity dynamics ✅ The growing importance and complexity of #SMA management in the retail sector ✅ Strategic use of technology to optimize #fixedincome SMA workflows Read our full blog on the top insights from the event curated by Dave Antonelli here: https://lnkd.in/ejpkRztd

Our team is thrilled to be at the Fixed Income Leaders Connect event today in New Haven, CT! We're looking forward to engaging with top fixed income teams who are seeking to enhance their processes with innovative technology. This is a great opportunity to exchange ideas and discover how our solutions can drive efficiency and performance. If you're attending, come find us! Russell Feldman, Blake Lynch, and Patrick Duffner, CFA will be there chatting about ways to scale fixed income management. Fixed Income Leaders Summit

Loving the vibe with our new brand swag at IMTC! Our team just got these awesome bags filled with cool gear as we roll into a fresh era. It’s incredible to think how most of our team has journeyed with us for years (the majority of the firm's existence). These gifts are a small token of appreciation for the hard work and dedication everyone has put in. And don't worry, of course we have #financebro #vests included! 😎 Cheers to the new chapter!

Are you attending Fixed Income Leaders Summit Connect in New Haven next week? IMTC is modernizing #fixedincome management by automating manual workflows and enabling customization at scale. If your firm is looking for a fixed income portfolio and order management system, come talk to our team! Blake Lynch and Patrick Duffner, CFA will showcase ways to optimize bond management processes for both taxable and non-taxable accounts.

This week, IMTC was thrilled to host our first-ever exclusive gathering for fixed income professionals, where we explored the evolving world of SMAs, bond markets, and the art and science of tailoring portfolios. As the popularity of SMAs continues to rise, they are becoming a preferred wrapper for many in the industry. Our panel discussions illuminated cutting-edge strategies and highlighted how technology is playing a crucial role in shaping the future landscape of asset and wealth management. A heartfelt thank you to our awesome panelists - Brian Lockwood, CFA, Kevin McIntyre, Rafael Zayas, Xavier Vegas, Michael N., Wesley Williams, and Matthew Caulfield - who shared their invaluable experiences and insights on overcoming challenges within their firms. We were also thrilled to have our own team members participating - Russell Feldman, Blake Lynch, and Patrick Duffner, CFA. Special thanks to J.P. Morgan for co-hosting the event with us and providing a fantastic venue. Your partnership helped make this afternoon a resounding success. We are excited about the future and look forward to hosting more events that foster meaningful discussions and connections in the finance community. Here’s to many more!