von Investor Management Services4.5 / 5 33 Bewertungen
Wer nutzt diese Software?
The IMS Platform is used by leading Commercial Real Estate Investment Firms to manage their external investors.
Durchschnittliche Bewertung33 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 500+ customers who have been able to reallocate thousands of hours back to value-add activities for their 75,000+ investors. The IMS Platform is being used to manage $45+ 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
- Anleihen / Aktien
- Compliance Berichterstattung
- Für Anlageberater
- Für Investoren & Händler
- Modellierung & Simulation
- E-Mail Marketing
- Verfolgung von Interaktionen
- Elektronische Unterschrift
- Für Anleger
- Für Gutachter
- Für Liegenschaftsverwalter
- Für Makler
- Strategische Planung
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).
Bewertet am 15.8.2019
great software that is constantly getting better
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.
Bewertet am 17.4.2018
A great tool, with which I am hopeful to gain user adoption across our organization
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.
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).
Bewertet am 13.9.2018
IMS- One Stop Shop
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.