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Integrations

IMTC

Inform your fixed income analysis process with a more complete picture of overall investment strategies by syncing clients’ portfolio data from Addepar to IMTC.

Last updated: 07-07-2023

Streamline efficiency of investment analysis

  • Increase productivity and work more efficiently by syncing Addepar data to IMTC’s pre-trade analysis tool for fixed income—streamlining the investment analysis and reducing time on the decision-making process.

Enhance insights into portfolio data

  • With the integration, access a comprehensive set of data on clients' investment portfolios, including holdings, asset allocation, and performance metrics.

Evaluate the potential impact of investment decisions

  • By leveraging IMTC’s advanced analytic capabilities, such as risk modeling and scenario analysis, in the pre-trade analysis tool for fixed income, firms can evaluate the potential impact of different investment decisions on a clients’ portfolio.