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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.IMS - An Excellent Platform For Client ExperienceMy company uses IMS on a daily basis with (3) active users. We primarily use IMS for its "investor portal" feature. We are a real estate investment firm with roughly 200 active investors. We are constantly in need of sending out project updates, investment documents, tax forms ect. IMS provides us a great way to consolidate all this information into one place. It solves the business problem of having to send out hundreds of emails a month and it helps our investors stay organized.,Easy-to-use investor access. Quick log-ins, easy navigation and simple layout IMS is an easy way to get updates or documents in the hands of clients/investors/vendors Cost-effective. We shopped around quite a bit before purchasing and found IMS to be the best value in it's category,The IMS team has experienced a good amount of turnover in its key staff members over the past 2 years. IMS originally provided lots of "back-office" support for clients such as data entry and uploading historicals. They since changed to having the client enter this data themselves,9,Positive Impact - We have found that by offering clients their own "portal" it has drastically improved customer satisfaction and has resulted in far less inquires from clients. Negative Impact - The software doesn't come without a price tag or some manual entry. We spend about 5-10 staff hours every week updating the portal for our clients + the monthly fee for the service.,Salesforce.com,Infusionsoft, Salesforce.com
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IMS Platform
1 Ratings
Score 9.0 out of 101
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IMS Platform Reviews

IMS Platform
1 Ratings
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Score 9.0 out of 101
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June 06, 2018

IMS Platform Review: "IMS - An Excellent Platform For Client Experience"

Score 9 out of 10
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My company uses IMS on a daily basis with (3) active users. We primarily use IMS for its "investor portal" feature. We are a real estate investment firm with roughly 200 active investors. We are constantly in need of sending out project updates, investment documents, tax forms ect. IMS provides us a great way to consolidate all this information into one place. It solves the business problem of having to send out hundreds of emails a month and it helps our investors stay organized.
  • Easy-to-use investor access. Quick log-ins, easy navigation and simple layout
  • IMS is an easy way to get updates or documents in the hands of clients/investors/vendors
  • Cost-effective. We shopped around quite a bit before purchasing and found IMS to be the best value in it's category
  • The IMS team has experienced a good amount of turnover in its key staff members over the past 2 years.
  • IMS originally provided lots of "back-office" support for clients such as data entry and uploading historicals. They since changed to having the client enter this data themselves
IMS is a great software to use if you need an "investor portal" feature or if you need to send out frequent updates, documents, tax forms ect. IMS provides us a great way to consolidate all this information into one place. IMS may not be well suited if you do not have a need to send out frequent updates or upload documents for clients to access. There is no shortage of companies out there that send out quarterly reports vs bi-monthly and do not have much more communication to send out annually. For an investment firm like ours, we pride ourselves on frequent communication and offering an "investor portal" for clients.
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IMS Platform Scorecard Summary

About IMS Platform

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.
Categories:  Investor Relations

IMS Platform Technical Details

Operating Systems: Unspecified
Mobile Application:No