IMS
by Isis Financial Systems
IMS is an integrated multi-currency investment management solution that maintains most any asset class. Portfolio management features: rules based modeling/compliance, performance measurement (AIMR/GIPS, IRR plus more), risk analytics, breakout allocations and returns at all levels, scenario tool and yield curve analysis. Accounting features: projects cash flows enabling "what if" analyses, complete history of activity, audit controls, reconcilement, flexible query/reporting and NAV/unitization.
- AIMR Compliance
- Audit Trail
- Compliance Management
- Credit Risk Management
- CRM Integration
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Hierarchy Control
- Income & Balance Sheet
- Legacy System Integration
- Liquidity Analysis
- Loan Portfolio Management System
- Mobile Access
- Modified Dietz Analysis
- Multi-Currency
- Performance Measurement, Cash / No Cash
- Performance Measurement, Time Period
- Performance Metrics
- Portfolio Correlation Reporting & Analysis
- Portfolio Management
- Portfolio Modeling
- Reporting
- Risk Analytics Benchmarks
- Scenario Planning
- Stress Tests
- Time Weighted Rate of Return Analysis
- Trade Tracking
Available on the following platforms: Windows, Web Based
Support available: 24/7, Regular Business Hours, Online/Self Service
About Isis Financial Systems
Year Founded: 2001
Location: Massachusetts - United States
Number of Customers: 19
Industries Served: asset management, pension plans, mutual funds, funds of funds, insurance
