Case Study: F.L.Putnam achieves 200% AUM growth with IMTC

How adopting IMTC’s platform enabled the firm to efficiently scale its fixed income SMA and model strategy operations

The registered investment advisor f.l.putnam, with $450 million in assets under management, faced challenges in effectively managing its portfolios due to an over-reliance on manual Excel spreadsheets and accounting software. This created a significant key man risk and hindered the firm's ability to scale as it prepared for growth through mergers. To overcome this, the firm turned to IMTC for a modern technology solution.

IMTC implemented its platform to automate and optimize the investment process for f.l.putnam. This provided the team with real-time portfolio insights and tools to invest new accounts faster and allocate bonds equitably. The impact was substantial: AUM grew by 200% and the number of accounts increased by 140% within two years, all without adding staff. IMTC's solution also reduced operating costs by $320,000 and cut the time to invest new accounts from 40 days down to just 10.

F.L.Putnam

Ryan McQuilkin

Managing Director of Fixed Income