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.
- Accounts Receivable
- Audit Trail
- Breakpoint Management & Automation
- Commission / Incentive Management
- Compliance Management
- Contact Management
- Custom Query Support
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Flexible Allocation Methods
- Flexible Data Models
- Graphical Charting
- Investor Accounting
- Investor Profile
- Investor Reporting
- Investor Tax Management
- Legacy System Integration
- Manager Profiling
- Mobile Access
- Multi-Currency
- P&L Calculation
- Partnership Accounting
- Performance Analysis
- Portfolio Accounting
- Portfolio Analysis
- Portfolio Management
- Real Time Reporting
- Reporting
- Scalability
- Serves Buy-Side Firms
- Serves Family Offices
- Serves Fund of Funds
- Serves Hedge Funds
- Serves Multi-Family Offices
- Serves Offshore
- Serves Real Estate
- Serves Sell-Side Firms
- Serves Venture Capital
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
