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.
- Account Management
- Accounting Integration
- Alternative Asset Management
- Benchmarking
- Bonds
- Commission / Incentive Management
- Compliance Management
- Cost Debiting
- CRM Integration
- Custom User Interface
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Daily Accrual Accounting
- Data Import/Export
- Derivatives
- Equities
- Fixed-Income Products
- FOREX
- Fund Management
- Futures
- Internal Controls Management
- Legacy System Integration
- Mobile Access
- Multi-Currency
- Multi-Portfolio Management
- Mutual Funds
- Option Trading
- Percent Asset Billing
- Performance Metrics
- Project Finance
- Real Estate Management
- Reporting
- Risk Management
- Shareholder / Unit Accounting
- Stocks Management
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
