Eze Investment Suite vs. IMS Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Eze Investment Suite
Score 5.0 out of 10
N/A
Eze Software headquartered in Boston offers the Eze Investment Suite, an extensive set of applications to guide investment processes and investor relations, containing a multi-asset class portfolio accounting system, Eze Eclipse cloud-based investment management platform featuring centralized book of record with optimized order routing, allocation schemes and tools, and performance monitoring and analytics.N/A
IMS Platform
Score 9.0 out of 10
N/A
Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.N/A
Pricing
Eze Investment SuiteIMS Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Eze Investment SuiteIMS Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
More Pricing Information
Community Pulse
Eze Investment SuiteIMS Platform
Top Pros

No answers on this topic

Top Cons

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User Ratings
Eze Investment SuiteIMS Platform
Likelihood to Recommend
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
Eze Investment SuiteIMS Platform
Likelihood to Recommend
Eze Software
No answers on this topic
Investor Management
In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process
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Pros
Eze Software
No answers on this topic
Investor Management
  • Investor Management
  • K-1 Distribution
  • New Investment Pages
  • Clear Dashboards
  • Customer Support
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Cons
Eze Software
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Investor Management
  • Confusing UI (Hard to Use)
  • Implementation Issues
  • Missing Functionality
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Alternatives Considered
Eze Software
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Investor Management
We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors
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Return on Investment
Eze Software
No answers on this topic
Investor Management
  • Increased investor acquisition
  • Increase investor engagement
  • Saved significant time in managing investor
  • Massive time savings in K-1 distribution
  • High quality investor reporting system
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