Amerant Investments Selects IMTC to Enhance Fixed Income Management and Advisor-Trade Desk Collaboration
Summary
The firm seeks to scale its internal SMA program by automating workflows, leveraging optimization tools, and ensuring connectivity with custodians and trading venues. IMTC CEO Russell Feldman shared, "We are excited to partner with Amerant Investments as they modernize and optimize their fixed income management processes. IMTCs technology was designed for clients like Amerant Investments who want to automate workflows, provide deeper portfolio insights, and improve execution efficiency. This engagement marks a significant step forward in modernizing fixed income portfolio management, reflecting both firms commitment to innovation and exceptional client service. The cutting-edge, cloud-native portfolio and order management platform provides a comprehensive suite of tools combining advanced analytics, automation capabilities, and actionable insights.