IMS Platform vs Global WealthES

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Global Private Banks; Trust Banks; Family Offices; Wealth Management Firms; RIAs.

Ideal number of Users

1 - 1000+

100-499

Rating


4.6 / 5
(35)
Read All Reviews
(0)

Ease of Use


4.2 / 5




Customer Support


4.5 / 5




Features & Functionality


4.3 / 5


  • "The IMS platform assists us on all three, allowing us the time to stay focused on acquisitions."

  • "They resolved issues very quickly. IMS staff never talked bad about other providers and instead focused on what the IMS did."



Value for Money


4.5 / 5


  • "Our investors really appreciate having a personal dashboard where they can feel more involved in the deals."

  • "The ease of the CRM to connect and communicate with Investors."



Product Features

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

Screenshots

View 4 screenshots 92296 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 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

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IMS Platform vs Global WealthES

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Global WealthES vs IMS Platform