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Compare Charles River Development vs IMTC

Customers evaluate the quality of Charles River Development's products using the following success metrics.

Overview

Charles River Development is based in United States

Charles River Development is involved in developing financial software including portfolio management, trading, order management, and compliance systems.

IMTC Logo

IMTC is 9 yrs old and is based in United States.

IMTC’s cloud-based investment management system (IMS) optimizes fixed income portfolios with speed and accuracy, improving performance and lowering costs. IMTC’s technology enables customization at scale by automating manual investment processes. The platform helps portfolio managers to construct, optimize, and rebalance portfolios while adhering to compliance rules, strategy-specific targets, and individual client requests. IMTC's IMS provides end-to-end management across hundreds of accounts at once: portfolio construction, order management, data & analytics, compliance, and more. IMTC was founded in 2015 and is based in New York, New York.

Country

United States

Demo Video

Demo not available because Charles River Development has not claimed their profile.

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IMTC did not submit their demo in their Analyst Briefing

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Leadership

David Weber (Chief Financial Officer)

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Christian Møller (Founder)

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Funding

IMTC last raised $2.58M on 12/29/2022.

Stage

Convertible Note

Latest Valuation

0000

Investors

Compound, Nyca Partners

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Product

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Why IMTC beats Charles River Development

    Benefits

    • AUM Increase
    • # of Account Increase
    • Reduced Operating Costs

    Products

    • The Optimizer

      IMTC’s Optimizer is a calculation engine that provides CUSIP-level buy and sell suggestions that solve for an investment objective (i.e., maximize taxable equivalent yield or minimize distance to targets). It can manage 200+ accounts simultaneously while adhering to unique guidelines at scale. Now, portfolio managers can find best-fit bonds out of millions, instantly, then send selected transactions to the trade blotter in one click. The Optimizer enables portfolio managers to make investment decisions 450x faster, while accurately following complex compliance, IP, and risk guidelines.

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    Customers

    IMTC did not submit their products in their Analyst Briefing

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    Known Partners

    IMTC did not submit their partners in their Analyst Briefing

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    Why They Buy

    IMTC did not submit their references in their Analyst Briefing

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