The startup offers a cloud-native portfolio and order management platform that enhances fixed-income asset management for asset and wealth management firms. By providing analytics and portfolio management tools throughout the investment decision-making process, the platform improves operational efficiency and performance, enabling firms to achieve better investment outcomes.
Funding
$6.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
NPFounders
Product
Problem
Fixed income asset and wealth management firms often struggle with manual workflows and disconnected systems, hindering their ability to efficiently manage portfolios, customize solutions, and scale their operations. Legacy technology and reliance on spreadsheets lead to errors, slow decision-making, and difficulty in meeting evolving client demands.
Solution
IMTC offers a cloud-native portfolio and order management system designed to streamline fixed income investment processes. The platform provides a comprehensive suite of modules for portfolio construction, optimization, order management, risk and compliance monitoring, data analytics, and performance reporting. By automating workflows and centralizing data, IMTC empowers firms to make faster, more informed investment decisions, customize portfolios at scale, and improve operational efficiency. The system integrates with various data sources, execution venues, and custodial platforms, enabling straight-through processing and minimizing manual intervention.
Target Audience
IMTC primarily serves fixed income asset managers and wealth management firms seeking to enhance their portfolio management capabilities, improve operational efficiency, and deliver customized solutions to clients.
Features
- Portfolio optimizer that identifies accounts needing attention and suggests best-fit bonds based on investment strategies and preferences
- Pre-trade compliance checks to mitigate risks and ensure adherence to investment guidelines
- Automated bond allocation across accounts using pro-rata and customizable waterfall approaches
- Real-time market data and analytics for security valuation and relative value analysis
- Order management system with direct connectivity to ECNs, dealers, and third-party OMS/EMS platforms
- Customizable dashboards for visualizing key portfolio metrics and compliance breaches
- Scenario analysis tools for evaluating the impact of potential trades
- Cash flow modeling to manage client requests and portfolio needs
- Integration with custodians, accounting systems, and CRM platforms for seamless data flow