Great tool to for both internal and investor facing purposes

Bewertet am 28.2.2019
Dan C.
Senior Asset Management Associate
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Aside from all the pros mentioned, the experience has been very positive. The support team are very responsive and happy to assist quickly and however they can. Investors who choose to utilize the software like it and believe it adds another layer of professionalism to our investments. Looking back, I do wish I had understood the system more when initially getting our investments uploaded, as I had to end up going back and re-doing many of them, but IMS has grown since our initial partnership with them (I believe we were one of the earlier companies), and I assume the process is more transparent and streamlined. Some of the options/characterizations of the data you provide initially may seem innocent, but can actually have an affect on waterfalls, presentation of data within IMS, etc. I implore new users to maybe get one investment fully up in IMS and learn the system before continuing with the rest of their portfolio.

Vorteile: Internal Facing:
This software provides great internal tools for investment managers to track, promote, and analyze past, current, and future investments. While investment information is kept previously in internal accounting software and Excel files, IMS provides a centralized and efficient platform to track investments and distributions. The waterfall function is very useful in calculating actual distributions to be sent out immediately, and to run "what-if" scenarios for future sales. The document feature allowed you to keep all documentation online for each investor and investment. It is very easy to review investment and distribution history at any level in the LLC structures - whether between two equity partners, or a large group of individual investors.
Investor Facing:
Allows investors to track their investments like you would log on to an online bank account. Uploaded documents for investors can be sorted by category and/or investment.

Nachteile: While there is a bulk upload option through the support team, it would be useful to be able to run it internally and for more items than just K-1s. Can be tiresome sometimes uploading individual documents within a large investor group. Still run in to some complications with changes to an existing equity struture. We have been granted the internal power now to make adjustments, but sometime it can still be easiest to just delete a project and re-build from scratch. When this is to be done, investors/investments must be deleted one by one at each level, and once done, any subsequent documentation is also deleted and must be re-uploaded.

IMS Investor Portal

Bewertet am 17.4.2019
Maureen C.
Financial Analyst
Gastgewerbe, 10.001+ Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We had a very manual process quarterly which consisted of updating our allocation sheets in Excel, preparing our investment analysis in Word/Excel, and the mail merge process to send out the package to the investors. This product enabled us to automate our process and have a portal which consists of everything investor-related (from historical information, such as quarterly investor reports and K1s, to having a list of current and potential investors which will enable us to email when a new investment opportunity arises). Overall, I would highly recommend this product. The time we save quarterly along with the investor management, reporting, and analysis we gained from this product is priceless!

Vorteile: The IMS product has been intuitive from the get-go. My superior and I were impressed with the initial demo and pricing of the product. It was an easy decision to go with IMS!
We were fortunate to have been appointed a great implementation manager and the implementation process went smoothly (even though we encountered issues with some of the distribution amounts and ownership percentages, but representative was very responsive and supportive in a daily and timely manner).
Customer Support have been helpful so far with some of the password reset, login issues, and K1 upload.

Nachteile: There are some missing features specific to our company such as having custom tags in creating Custom Email and Statement Templates (right now the selection is only First Name, Last Name, Legal Name, and Prefix), which make it hard to personalize our communication with our investors. We also think a bulk printing feature would be helpful when we print out our quarterly investor statements. Lastly, it would be beneficial if it was made possible to send out email notifications when a K1 document has been uploaded (one of our investors have mentioned this to us as well prior to us having to manually email out investors with this notification).

great software that is constantly getting better

Bewertet am 15.8.2019
Shaye W.
President
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It allows me to run lean and steam lines some of the most important back office components of my business.

Vorteile: It has allowed me to run my business without hiring a single coder or developer. The IMS support team is always helpful and great at passing on feedback to their development team. New features are consistently being added and existing ones are always improving.

Nachteile: There can be a bit of a learning curve but IMS-U as well as the support team is always helpful.

A great tool, with which I am hopeful to gain user adoption across our organization

Bewertet am 17.4.2018
Tiffany C.
Investor Relations Associate
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: The ability to house all of our investor data in one secure site. IMS really allows us to house all of investors in one convenient location.

Nachteile: The software is great and I am certain that will continue to be built out by the developers to include even more robust features and functionality. My biggest frustration is the lack of support by phone. Sometimes, we just need to speak with someone for an immediate and quick turnaround that we do not have access to obtain (ie. an export of tax ID's or Bank Account information).

It would be great to have a Support Phone Line or Support Chat in addition to the Email Support structure. With some of the data and functionality still only available to IMS admins, this makes it hard to provide my supervisors, colleagues and investors with the data needed at a moment's notice, which is ultimately our main use of the platform today.
When we do get to speak with our Customer Success Manger or a Support team member, the resolution is typically a quick turn-around.

Antwort des Softwareanbieters

von Investor Management Services an 16.8.2018

Thank you for the feedback. In 2018, we have re-organized our support structure based on customer feedback and experimental learning. Post-implementation, you can initiate a live support response via phone, chat or email during normal business hours. All requests outside of that should receive a response within 24 hours, as supported by the IMS support Service Level Agreement (SLA).

IMS- One Stop Shop

Bewertet am 13.9.2018
Hugo F.
Director
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: IMS offers a one stop shop for Investor Management. I provides a comprehensive but streamlined investor portal which even the novice computer user can use. IMS allows us to notify our investors or groups of investment updates at a click of a button without having to email. One of the key requirement we required from the portal were distribution notification which IMS performs flawlessly.

Nachteile: Not having a customer service manager anymore has been a little annoying. All service request go through there support. I would like to see IMS go back to giving everyone an account manager.

Overall Great Platform/Product

Bewertet am 23.8.2019
Adam S.
Vice President
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Been a very positive experience overall. Like with any implementation or roll-out of a new technology, there are speed bumps and issues that arise, but their team is awesome and will help navigate you through every problem. Additionally, what surprised us the most was the way it allowed us to control the equity raise process in an uber professional and powerful kind of way - which was truly a game changer for us since we're a small management/investment firm.

Vorteile: Robust CRM capabilities; great way to track performance of assets and deliver metrics to investors; professional platform to communicate updates and distribute documents to investors; can publish offerings through platform whereby investors can view the offering materials and fully subscribe with a few clicks; impressive waterfall functionality; gave us the ability to raise significant capital quickly and expand our investor network in the process.

Nachteile: There is a learning curve and it's not the most intuitive or user-friendly, but the implementation team and customer service team are fantastic to work with. There are also some basic things it could do better, but the good thing is they listen and are always rolling out updates.

A true game changer for our business

Bewertet am 3.6.2019
Verifizierter Rezensent
Principal
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Huge time savings through automation of many investor-related processes. We are able to have staff focus on higher-level analytical as a result. Investors love all-in-one nature of the platform and really like the UX.

Vorteile: From day one we have really liked ACH distributions, waterfall calculations, CRM/email campaigns. We are very excited about the investor statements and capital call features.

Nachteile: We were very early clients so the functionality at the beginning wasn't as robust in the beginning as it is now. They are excellent about getting client input as they roll out new features.

Great tool and extremely valuable

Bewertet am 23.4.2019
Anne W.
Director of Investments
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: My overall experience has been great. IMS has allowed me to be much more efficient at my job and given me back a lot of time due to all the functionality it has to offer. The customer service is great and extremely responsive and helpful.

Vorteile: Forward-thinking platform that provides excellent transparency for our investors and an easy means for investors to go for documents, investment performance, and new offerings.
It's also a very valuable tool from a sponsors standpoint because of the ability to process complex waterfall distributions, upload K1's in a timely fashion, and sign documents electronically.

Nachteile: Some of the initial setup of new offerings is not very intuitive but this is a known issue that is being addressed.

IMS - Excellent Investor Platform

Bewertet am 19.3.2019
Michael P.
CEO / President
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: IMS has helped us communicate much more efficiently with our investors.

Vorteile: We have used IMS for 2 years or so and we have enjoyed working with IMS and their entire staff. The system gave us an affordable, efficient and very robust way to keep track of (CRM) our investors, raise money, make distributions, and communicate with our 100 plus investors.

Nachteile: I do not have any negatives to report regarding IMS.

Customer Service & Ease of Use

Bewertet am 23.8.2019
Nicholai L.
Associate
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: User friendliness and investor focused. We have received very positive feedback from our investor base on the usability and ease of the subscription process and ongoing investment monitoring. The features meet exactly what we need and customer support has been stellar.

Nachteile: The platform is still building out additional features with some slight hiccups from an administrative side. These have been very minor but sometimes require reaching out to customer support. Customer support is extremely responsive and the issue is usually resolved in a matter of hours.

Overall IMS meets the needs of our enterprise.

Bewertet am 17.4.2018
Pete M.
Director
Gastgewerbe, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Our investors use it as their go-to place for all information related to their investments.

Vorteile: IMS provides our investors a one-stop shop to view their investment, distributions, tax documents, as well as view new investment opportunities.

Nachteile: Sometimes, the functionality is a bit clunky. Customer service response time could be improved. In addition, we would like to see the software be tailored more to companies in the hospitality space.

Antwort des Softwareanbieters

von Investor Management Services an 16.8.2018

Thank you for the feedback, and please keep it coming as we continue to expand and build out our support team to deliver world class response time.

Overall a great experience. IMS has been very beneficial for us and for our investors.

Bewertet am 17.4.2018
Jon B.
Financial Analyst
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: A place for investors to log in and view their investments, documents , etc.

Vorteile: The ability for the investor to have all their information and documents in one place to review. We have received lots of positive feedback from our investors about IMS.

Nachteile: Docusign is not a very robust system and has been disappointing. The coding abilities are lacking and it has been frustrating using it with its limitations.

Very user-friendly. Helps us consolidate our many systems

Bewertet am 17.4.2018
Travis W.
VP of Investor Solutions
Immobilien
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Consolidating our existing systems and platforms

Vorteile: Layout is easy to use, especially for investors. The visuals and charts make it simple for our clients to track their distributions and see what projects they are invested in.

Nachteile: Customization is limited. We would like to have more custom reports generated and more integrations with other large software such as Infusionsoft, Parsey and Zapier.

has taken a while to get the platform set up

Bewertet am 20.4.2018
Shao-ling A.
Data Entry
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
3 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Still in the production process so not sure yet

Vorteile: I am able so store all of my information on the platform. The production team works hard with their clients to get set up. I also like the monthly platform updates.

Nachteile: Not as easy to maneuver as I would like but I at least appreciate that they take suggestions and try to implement them

Best customer support

Bewertet am 1.3.2019
Jasmine L.
Investor Relations
Risikokapital & privates Eigenkapital, 13-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I am excited to see the upcoming changes. They are always updating, customizing, and improving their website to better suit our investors.

Vorteile: I like most that basically any/all of my needs or desires can be met by IMS university, IMS instructional videos, or by the customer support team.They literally do everything in their power to meet our needs. If they can't at the moment, they make a note and follow-up. I know that they are having discussions with other teams about our needs because they always follow up with an update that accommodates to our needs.

Nachteile: I would say the thing I like least about this software is actually also kind of one of the things I like a lot about it. Although IMS doesn't have exactly what we need, because it doesn't exist yet, I know that I will be able to get a customized framework of what I'm looking for.

Great product - very needed in our space

Bewertet am 1.3.2019
Lloyd C.
SVP, Asset Management
Personalwesen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Intuitive
Fast processing
CRM features and statements are really good and improving even more every day based on customer feedback

Nachteile: Waterfall drafts are done in a process, would like it to be more real time - maybe displayed on the organizational tree

IMS Platform - Investor Management Services Review

Bewertet am 17.4.2018
Patti R.
Controller
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I like the site. Easy to get what I need. Contacts are easy to find and search. Quarterly distributions are easier.

Nachteile: Can't see banking info and we have to request it.

Antwort des Softwareanbieters

von Investor Management Services an 17.9.2018

This functionality was updated in a recent release to allow credentialed administrators access to that information.

IMS

Bewertet am 30.5.2019
Scott B.
Principal
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Gives me an off the shelf solution for scaling up my investor base

Vorteile: Gives me the ability to better communicate and interact with my investors

Nachteile: A bit complex, but I guess that is needed to allow me to customize the software for my invetsors

Great Investor Portal Software

Bewertet am 18.4.2019
Andy S.
Senior Property Accountant
Immobilien, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Time saver, keeps the clutter of multiple systems and tracking systems down to 1, allows us to spend less time monthly preparing distributions to investors.

Vorteile: This software makes tracking numerous portals and deals easy and efficiently. We are able to send out Investor reports and information more effectively than trying to keep a log of every investor and what deals they are apart of and sending multiple emails. Investors in return can login to the portal and view documents and not have to worry about a missed email.

Nachteile: The only complaint is setting up some of the more complicated calculations for distributions when there are waterfall calculations. We have had to reach out for help a couple times, but we have been provided with great assistance every time.

Customer-friendly and continually improving

Bewertet am 17.4.2018
Eric G.
COO/CFO
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
3 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 1. Ability to easily interact with investors at one time
2. It feels early-stage enough that my feedback is valued and appreciated
3. Very easy to manage once asset is uploaded
4. Auditing/tracking historical interactions

Nachteile: 1. Still missing some functionality (e.g., ability to copy an old email and use for a new one)
2. Hard to get new projects onboarded, especially because there is not muscle memory and so it's every few months
3. There are things that require IMS's help to do that I would like to do myself but system won't allow it

Antwort des Softwareanbieters

von Investor Management Services an 16.8.2018

Thank you for the feedback. We hope you are utilizing the email cloning feature that was released in 2018. Please contact our support team at support@imscre.com if you have any further issues or feedback.

IMS provides scalability

Bewertet am 22.10.2019
Drew K.
President
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: We have used IMS to create structure to our growing real estate business. There are thousands of important data points, and IMS allows us to manage it all with confidence.

Nachteile: Like any complex software package, the learning curve is steep. Customer Success team will help, but it still takes time and commitment from the User.

IMS Simply Did Not Work for Us

Bewertet am 15.3.2019
Brian S.
Controller
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
2/5
Gesamt
1 / 5
Benutzerfreundlichkeit
1 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
1 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: We made every effort to make IMS work for us. We even went so far as to pay for IMS personnel to come to our offices for a few days in order to see if they could really come to undersand what the needs of our family of funds were and how we could best deploy their system in support of our investor relations goals. In the end, we got a lot of lip service and promises for system enhancements, but IMS never delivered. Ultimately, we were compelled to terminate our contract and move to a different platform.

Vorteile: Price point was at the low end of market.

Nachteile: Ineffectual support. Platform would freeze or crash frequently. We were told this was due to our fund's "large size", which was, at the time, only 300 investors. System was not intuitive to use.

Antwort des Softwareanbieters

von Investor Management Services an 19.3.2019

We are sorry that you didn¿t feel like IMS was the best partner for your firm during our brief engagement, that said, this feedback appears to be quite dated. Your experience indicates that you had left IMS prior to some significant updates to our support structure and capacity. Further, in the last year, we have rolled out extensive fund enhancements that include Commitments and Capital Calls, added additional fund-specific metrics to the dashboards, and improved our reporting abilities with the release of Investor Statements.

Good functionality, need to spend more time learning about it.

Bewertet am 17.4.2018
Jason B.
Financial Analyst/Project Manager
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Investor relations is no longer a position you need to higher someone for, just add about 20-30 minutes to an existing employee's day.

Vorteile: I like the layout, the color scheme, ease of use/access for investors to check in on assets, ability to update information quickly.

Nachteile: We do value add properties so the ability for investors to see progress photos for each property would be good. I can only use 1 photo as the main photo for the investor to see while I take around 30 progress photos a week.

My experience with IMS has been great! I love the user friendliness and ease to use.

Bewertet am 18.4.2018
Tareka S.
Fund Controller
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
3/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
2 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis

Vorteile: We used IMS to distribute K1s to our investors for the first time. In the past, we sent 100's of emails with the investors' K1s attached. IMS provided us with a safe platform to disseminate the investors information and provided greater efficiency in the process.

Nachteile: I would like to see IMS calculate more complex waterfalls for our distribution process. Our waterfalls are complex and unique. And we've had to calculate the waterfalls manually along side IMS to ensure accuracy, because of different nuances each deal has. When we do calculate manually, it is double effort. And that does not improve efficiency. If IMS could automate this process, that would be fantastic.

Antwort des Softwareanbieters

von Investor Management Services an 16.8.2018

While we appreciate the feedback, this seems a little dated based on the waterfall features IMS has released over the past 18 months. The IMS platform can calculate waterfalls for complex, unique situations. We encourage you to re-engage our customer success team for direction on how to accomplish that for any nuanced calculations.

Step

Bewertet am 26.3.2019
Travis P.
Executive Managing Director | Student Housing Capital Markets
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: Ability to effectively track and communicate investment performance in a professional manner. IMS is continually improving their platform meeting our expanding project and investor needs.

Nachteile: We don't have any complaints as customer service has been responsive and thorough.