US broker-dealer and wealth manager Amerant Investments has adopted IMTC’s systems as it plans to scale its separately managed accounts (SMA) provisions.
Amerant Investments reported US$395 million in assets under management as of March. Parent company Amerant Bank reported US$2.9 billion at year-end 2024.
The announcement follows another recent client win for IMTC, with T Rowe Price selecting the company for its fixed income SMA services in March.
READ MORE: T Rowe Price picks IMTC for SMA launch
Amerant will use the company’s advisor interface to access real-time portfolio risk and exposure data and support the execution process. IMTC’s fixed income SMA management services also include trading desk-advisor communications and liquidity access.
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