Solid solution for investor management
The product is being used at several levels, specifically our acquisitions, asset management, accounting/tax, and executive departments. …
Overview
What is IMS Platform?
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...
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What is 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.
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Product Details
- About
- Tech Details
What is IMS Platform?
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.
IMS Platform Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Recommendations
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.
Reviews
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March 14, 2021
Solid solution for investor management
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
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.