Wer nutzt diese Software?
The IMS Platform is used by leading Commercial Real Estate Investment Firms to manage their external investors.
Durchschnittliche Bewertung35 Bewertungen
- Gesamt 4.6/5
- Benutzerfreundlichkeit 4.2/5
- Kundenservice 4.5/5
- Funktionen 4.3/5
- Preis-Leistungs-Verhältnis 4.5/5
- Kostenlose Version Nein
- Gratis Testen Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 2015
Über IMS Platform
RealPage AIM is a global platform for institutional investors and managers to collect, validate, consolidate and analyze their real estate and alternative investment data.
AIM provides a 360 degree view across the investment life-cycle allowing general and limited partners to efficiently monitor investments, manage risk and quickly identify opportunities to maximize returns.
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 19.3.2019
IMS - Excellent Investor Platform
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.
Bewertet am 9.12.2019
Kommentare: Due to the data captured in IMS, we are able to more easily provide data to our CPA for K-1 production. This has reduced the spreadsheets we would otherwise have to maintain. The functionality available for investors to complete Subscription Booklets online and obtain proof of Accreditation via VerifyInvestor has also been a huge improvement for us and our investors and has allowed us to raise as much as $27MM in equity in one month (fully complete/accurate paperwork; fully funded). In addition, the type of data we are able to collect at the CRM Contact level as well as at the investing entity level has helped us market to our investors appropriately whether we are doing a 506(b) or a 506(c) type of deal.
Vorteile: In looking at several products, the most important aspect for me is data. Is the type of data that I need to be able to search on or analyze later available for data capture? I look at functionality next. For us, IMS provides the best data out there for a company who raises Private Equity (we focus on Multifamily real estate). Although the user interfaces and functionality have not been as slick as some of the other products we have seen, upon deep review of those other products, they just do not collect the level of data we need them to. IMS has also been working to makeover their UIs to make them more intuitive and streamlined from a functional perspective. One of the other strengths in this software that I love is that IMS tends to build functionality where, as a sponsor, you can turn certain data or functionality on or off if it doesn't work for your company's processes/procedures. This provides flexibility that allows their multiple sponsors to handle certain processes and displays differently based on their specific needs. I have not seen this offered on other tools to the degree it is available on IMS. This is a great strength in this tool and huge win for the multiple sponsors.
Nachteile: In the past one of our biggest issues we ran into was functionality deployed that was not fully tested or where existing functionality was not fully regression tested. As a result we would run into bugs. However, this has changed dramatically in the past year. IMS is really taking care to fully test what they deploy.
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 17.12.2019
Great CRE Investor Portal
Kommentare: We are using IMS for investor reporting, secure document delivery and capital raising for new investment opportunities.
Vorteile: We are a small commercial real estate investment management company that focuses on value-add real estate deals for qualified investors. We needed a platform to enhance the investor experience and provide transparency to the operations of our investor's assets. IMS has worked very well in doing just that. In addition it offers the functionality of creating efficiency in future capital raises. We are very happy with our decision to go with IMS.
Nachteile: The setup of investors and assets in IMS is a touch cumbersome, but once uploaded and complete this is not an issue. This may also be a function of our small size and our lack of any in-house IT or admin personnel. This process was handled by the principal of the firm (me), who has limited technical background. The fact that we are able to get through the installation and upload process with only minimal problems can be considered a positive.
Bewertet am 15.3.2019
IMS Simply Did Not Work for Us
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.