Key Takeaways
- • Moneta, a $50 billion RIA based in St. Louis, has selected IMTC's fixed income technology platform to consolidate portfolio construction, optimization, compliance, and reporting workflows, moving away from legacy systems and manual processes.
- • The integration with Orion enables Moneta to expand its tax-aware separately managed account (SMA) program while providing advisors enhanced visibility into clients' bond allocations across multiple accounts.
- • IMTC reports that over 92% of surveyed clients cite the platform's ability to help scale operations as the primary reason for adoption, with more than 60 institutional clients now using the platform, including T. Rowe Price, Franklin Templeton, Lord Abbett, and Nomura Asset Management.
- • Moneta's CIO Andrew Kelsen emphasized that the move enables advisors to support personalized portfolios on a scalable, consistent platform, while IMTC CEO Russell Feldman highlighted the strategic value of replacing manual processes with purpose-built workflows to free advisor time for client engagement.
Summary
Moneta Group Investment Advisors, a $50 billion fee-only, partner-owned RIA headquartered in St. Louis, Missouri, has adopted IMTC's fixed income technology platform to modernize and scale its fixed income advisory capabilities. The announcement, made on July 23, 2026, reflects growing institutional demand for sophisticated, integrated bond portfolio management solutions as advisors seek to differentiate service offerings through customized fixed income strategies.
The implementation consolidates critical fixed income functions—including portfolio construction, optimization, compliance, and reporting—into a unified, purpose-built platform integrated with Orion. This architecture enables Moneta to expand its tax-aware SMA program while delivering advisors real-time visibility into client bond allocations across multiple accounts, addressing a key operational challenge in managing diversified fixed income portfolios at scale.
According to IMTC CEO Russell Feldman, the engagement reflects a broader market shift toward infrastructure investment among wealth managers and RIAs seeking to move beyond legacy systems. "By replacing manual processes with a more purpose-built workflow, firms like Moneta can broaden portfolio capabilities, improve consistency and free up more time for advisor and client engagement," Feldman stated. Moneta CIO Andrew Kelsen reinforced this strategic rationale, noting that "demand for customized fixed income solutions continues to grow" and that the platform enables advisors to support personalized portfolios while strengthening institutional capabilities.
IMTC's adoption metrics underscore the platform's traction among institutional asset managers. The company reports that more than 92% of surveyed clients identified operational scalability as the primary adoption driver, and the platform now serves more than 60 institutional clients, including major asset managers T. Rowe Price, Franklin Templeton, Lord Abbett, and Nomura Asset Management. Moneta's selection adds a significant RIA to this institutional client base, signaling growing acceptance of specialized fixed income platforms among mid-market wealth management firms seeking competitive infrastructure capabilities.
The implementation consolidates critical fixed income functions—including portfolio construction, optimization, compliance, and reporting—into a unified, purpose-built platform integrated with Orion. This architecture enables Moneta to expand its tax-aware SMA program while delivering advisors real-time visibility into client bond allocations across multiple accounts, addressing a key operational challenge in managing diversified fixed income portfolios at scale.
According to IMTC CEO Russell Feldman, the engagement reflects a broader market shift toward infrastructure investment among wealth managers and RIAs seeking to move beyond legacy systems. "By replacing manual processes with a more purpose-built workflow, firms like Moneta can broaden portfolio capabilities, improve consistency and free up more time for advisor and client engagement," Feldman stated. Moneta CIO Andrew Kelsen reinforced this strategic rationale, noting that "demand for customized fixed income solutions continues to grow" and that the platform enables advisors to support personalized portfolios while strengthening institutional capabilities.
IMTC's adoption metrics underscore the platform's traction among institutional asset managers. The company reports that more than 92% of surveyed clients identified operational scalability as the primary adoption driver, and the platform now serves more than 60 institutional clients, including major asset managers T. Rowe Price, Franklin Templeton, Lord Abbett, and Nomura Asset Management. Moneta's selection adds a significant RIA to this institutional client base, signaling growing acceptance of specialized fixed income platforms among mid-market wealth management firms seeking competitive infrastructure capabilities.
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