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Solid solution for investor management
March 14, 2021

Solid solution for investor management

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with IMS Platform

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.

Do you think IMS Platform delivers good value for the price?

Yes

Are you happy with IMS Platform's feature set?

Yes

Did IMS Platform live up to sales and marketing promises?

Yes

Did implementation of IMS Platform go as expected?

Yes

Would you buy IMS Platform again?

Yes

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.