IMS Platform vs. Nasdaq IR Insight

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Nasdaq IR Insight
Score 7.0 out of 10
N/A
Nasdaq IR Insight is an investor relations platform that allows users to monitor their markets and stock, connect with the right investment firms and send mass communications to investor contacts, and measure investor meetings against investment results.N/A
Pricing
IMS PlatformNasdaq IR Insight
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
IMS PlatformNasdaq IR Insight
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
More Pricing Information
User Ratings
IMS PlatformNasdaq IR Insight
Likelihood to Recommend
9.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
IMS PlatformNasdaq IR Insight
Likelihood to Recommend
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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Nasdaq
IR Insight is well suited for tracking investor interactions and basic analytic/reporting needs.
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Pros
Investor Management
  • Investor Management
  • K-1 Distribution
  • New Investment Pages
  • Clear Dashboards
  • Customer Support
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Nasdaq
  • User experience (device agnostic)
  • Innovation/frequent product updates
  • Responsive customer support
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Cons
Investor Management
  • Confusing UI (Hard to Use)
  • Implementation Issues
  • Missing Functionality
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Nasdaq
  • Data accuracy
  • Limited insight into trading activity
  • Limited email functionality/integration
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Alternatives Considered
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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Nasdaq
IR Insight is the most robust mobile friendly cloud-based solution we've seen. The competition is catching up but we've been pleased with the pace of innovation in the product.
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Return on Investment
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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Nasdaq
  • Saves us countless hours of events management. Over the last three years we've gone from 2 sell-side analysts to 12 and more than doubled our IR related travel. IR Insight is critical in our day to day operations.
  • The integration with FactSet was a great addition...saved us $10K that would have been spent on a FactSet subscription.
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