Name: IMS Platform
Rating: 9 (1 reviews)
Author: Investor Management Services (IMS)

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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### Investor Relations
Users have consistently praised IMS Platform for its robust investor relations capabilities. The platform's ability to track preferred and promote returns, manage distribution waterfalls, and provide a user-friendly investor portal has garnered positive feedback from investors and team members alike. Despite some minor challenges reported, such as occasional discrepancies in reporting for investors with multiple investments, the overall consensus remains highly favorable towards IMS Platform's investor relations functionalities. Investors appreciate the ease of use, accessibility to investment information, and the efficiency brought about by the platform's features. IMS Platform's focus on enhancing communication and transparency between sponsors and investors has been well-received, making it a valuable tool for real estate firms looking to streamline their operations and improve investor engagement.

### Investment Management
Users consistently highlight the efficiency and time-saving features of IMS Platform's investment management functionality. The platform's ability to streamline operations, provide transparency to investors, and enhance the overall investor experience is widely appreciated. While some users have noted minor issues with data reporting for investors with multiple investments, the general consensus is that IMS Platform offers a valuable solution for real estate investment management firms. The ease of use, online signature capabilities, and automated calculations for preferred returns and distributions are particularly commended by users.

### Financial Distributions
Users generally agree that IMS Platform's distribution and calculation capabilities are a significant asset. While some users appreciate the platform's ability to automate accrued preferred return and distribution calculations, others have encountered challenges with accuracy, particularly in the context of equity transfers impacting waterfall calculations. Despite these mixed experiences, many users find value in the platform's efficiency in generating investor statements and facilitating communication through features like email campaigns. The platform's integration of the NATCHA system for distributions is anticipated to streamline processes further, indicating a potential for improved functionality in the future.

### Customer Support Services
Users consistently praise IMS Platform's customer support services for being responsive, helpful, and efficient. The support team is commended for their quick resolution of issues and their willingness to assist users with any challenges they encounter. While there were some minor issues with the handoff between the implementation team and ongoing support team, overall, users appreciate the level of support provided by IMS Platform.

### Communication Tools
Users consistently highlight IMS Platform's communication tools as a key strength, emphasizing the efficiency and streamlining it brings to their communication processes. The ability to send bulk emails, create investor statements, and utilize email campaigns has been particularly lauded for keeping investors informed and engaged. Additionally, the platform's integration of e-signature agreements and CRM functionalities has significantly improved communication with investors, leading to a more direct and effective exchange of information. IMS Platform's dedication to continuous improvement and responsive customer service further enhances the overall user experience with its communication tools.

### Document Management
Users generally praise IMS Platform's document management capabilities. The platform's ability to centralize entity documents, calculations, and investor payments in a simple and user-friendly manner has garnered positive feedback. Additionally, users appreciate the platform's proactive approach in staying abreast of technological advancements specific to the real estate industry, such as the recent integration with Yardi. The quick response and extensive knowledge exhibited by the support team have also been highlighted as a valuable asset by users.

Users of IMS have provided several recommendations based on their experiences with the platform. The most common recommendations include:

- Users recommend watching the webinars provided by IMS, as they provide valuable insights and information about the platform.
- It is recommended to ensure data cleanliness before uploading it to the IMS portal, as this helps ensure accurate and reliable information.
- Users advise understanding requirements and asking specific questions when evaluating IMS, in order to ensure that the platform meets their needs.

These recommendations highlight the importance of educational resources, data preparation, and effective communication when utilizing IMS for real estate management.

IMS Platform is a cloud-based, fully integrated software designed to provide end-to-end solutions for real estate investment management. This platform offers various tools such as automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements aimed at helping investors increase transparency and engagement. The platform also provides mobile applications for Android and iOS devices that enable investors to access their dashboard metrics such as performance data, ownership percentages, distributions, among others.

One of the key features of IMS Platform is its in-built CRM system developed explicitly for real estate firms seeking efficient ways of managing relationships with their stakeholders. With the contact database feature embedded in the CRM system, users can track interactions' history with each stakeholder through activity tracking reports and engage them via email communications. Additionally, IMS Platform automates the distribution waterfall process efficiently by setting up workflows and defining distribution rules for accurate calculations eliminating manual entry mistakes; therefore providing revenue transparency.

Moreover, IMS Platform's document sharing module allows users to manage documents securely while simplifying collaboration between teams and facilitating sharing documents seamlessly with investors through a mobile portal set-up permission controls limiting unauthorized access. Finally, users can benefit from advanced analytics available on the platform allowing them to compare data across different properties or portfolios comprehensively enabling prompt identification opportunities optimizing asset performance through actionable insights provided by powerful analytical tools.

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 Platform

Software designed to facilitate communication with investors, investor voting etc.

Investor Relations

Likelihood to Recommend

Investor Management Services (IMS)

Asana

IMS Platform 2021-03-11 10:46:02

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TrustRadius

Back office

Data entry

Hard to use

Missing functionality

Good amount

Staff members

Way to get

Get updates

Cost effective

Easy to use

Best value

Log ins

Customer support

Easy navigation

Simple layout

Home

Investor Relations Software

The product is being used at several levels, specifically our acquisitions, asset management, accounting/tax, and executive departments. The functions that are being used vary. For instance, acquisitions and the executive department use the CRM and investor management. Primarily focused on acquiring new investors and presenting new investment opportunities. Asset management will use it for ongoing communication and investor reporting. Accounting and tax will use it extensively during tax season to distribute K1s.

Investor Management
K-1 Distribution
New Investment Pages
Clear Dashboards
Customer Support

Confusing UI (Hard to Use)
Implementation Issues
Missing Functionality

Increased investor acquisition
Increase investor engagement
Saved significant time in managing investor
Massive time savings in K-1 distribution
High quality investor reporting system

IMS Platform

Overview

What is IMS Platform?