emX vs IMS Platform vs PerTrac

Rating


4 / 5
(9)


4.5 / 5
(27)


3 / 5
(1)

Starting Price

Not provided by vendor Not provided by vendor Not provided by vendor

Best For

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

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

Cloud-based investment management solution that helps businesses with investment analysis, asset allocation, peer group analysis, portfolio construction, reporting, communication and more.

Ideal number of Users

1000+

1 - 1000+

Not provided by vendor

Ease of Use


3.5 / 5

4 / 5

2 / 5

Customer Support


4 / 5

4.5 / 5

3 / 5

Features & Functionality


4.5 / 5

4 / 5

2 / 5

Value for Money


3.5 / 5

4.5 / 5

2 / 5

Product Features

  • close Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • check Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Screenshots

View 5 screenshots 2366 thumb
View 4 screenshots 92296 thumb
View 1 screenshot 156893 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation

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emX vs IMS Platform vs PerTrac

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