von Investor Management Services
Wer nutzt diese Software?
The IMS Platform is used by leading Commercial Real Estate Investment Firms to manage their external investors.
Durchschnittliche Bewertung29 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4 / 5
- Kundenservice 4.5 / 5
- Funktionen 4 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Investor Management Services
- Gegründet 2015
Über IMS Platform
Investor Management Services (IMS) is the leading investor management software platform for CRE owners and investment firms. Today, we have over 450+ customers who have been able to reallocate thousands of hours back to value-add activities for their 65,000+ investors. The IMS Platform is being used to calculate $2+ Billion in distributions and $39+ Billion in equity. Commercial real estate firms have used IMS to save time and resources, drive value, and improve the investor experience.
IMS Platform Funktionen
- E-Mail Marketing
- Verfolgung von Interaktionen
- Anleihen / Aktien
- Compliance Berichterstattung
- Für Anlageberater
- Für Investoren & Händler
- Modellierung & Simulation
- Für Anleger
- Für Gutachter
- Für Liegenschaftsverwalter
- Für Makler
- Strategische Planung
- Elektronische Unterschrift
Die hilfreichsten Reviews für IMS Platform
Bewertet am 28.2.2019
Great tool to for both internal and investor facing purposes
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.
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.
Bewertet am 17.4.2019
IMS Investor Portal
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!
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).