IMS Platform

von Investor Management Services

4.5 / 5 12 Bewertungen
Kostenlose Demo Preis
IMS Platform

Wer nutzt diese Software?

The IMS Platform is used by leading Commercial Real Estate Investment Firms to manage their external investors.

Durchschnittliche Bewertung

12 Bewertungen
  • Gesamt 4.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 4 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4.5 / 5


  • Kostenlose Version Nein
  • Kostenlose Testversion Nein
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
  • Kundenbetreuung Support währen der Geschäftszeiten

Angaben zum Hersteller

  • Investor Management Services
  • Gegründet 2015

Über IMS Platform

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM, investor dashboards, document management & distribution calculations. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 49K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO!

IMS Platform Funktionen

  • Client/Property Matching
  • E-Mail Marketing
  • Immobilien-Bekanntmachungen
  • Kampagnenmanagement
  • Kontaktmanagement
  • Leadmanagement
  • Segmentierung
  • Verfolgung von Interaktionen
  • Zugriffsquellen-Verfolgung
  • Aktien
  • Aktienkapital
  • Anleihen
  • Benchmarking
  • Compliance Management
  • Fondsverwaltung
  • Gebühren Management
  • Kundenmanagement
  • Leistungskennzahlen
  • Lohn- und Gehaltslisten & Kommissionen
  • Portfoliomanagement
  • Rechnungsführung
  • Risikomanagement
  • Rohstoffe
  • Termingeschäfte
  • CRM
  • Cashflow-Analyse
  • Dealmanagement
  • Für Anleger
  • Für Gutachter
  • Für Liegenschaftsverwalter
  • Für Makler
  • Kritischer-Termin-Meldungen
  • Marken-Management
  • Portfoliomanagement
  • Strategische Planung
  • Aufgabenmanagement
  • Buchhaltung
  • CRM
  • Dokumentvorlagen
  • Elektronische Unterschrift
  • Filesharing
  • Kritischer-Termin-Meldungen
  • Provisionsmanagement
  • Terminplanung
  • Transaktionsüberprüfung
  • Vertragsmanagement

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Die hilfreichsten Reviews für IMS Platform

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

Mit Google übersetzen Bewertet am 17.4.2018
Tiffany C.
Investor Relations Associate
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: asdf
4 / 5
3 / 5
Eigenschaften & Funktionalitäten
4 / 5
4 / 5
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

Mit Google übersetzen Bewertet am 13.9.2018
Hugo F.
Immobilien, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: asdf
5 / 5
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
5 / 5
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.

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