IMS Platform vs PureFacts Wealth Management

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.

Large banks, wealth management firms, investment advisories

Rating


4.5 / 5
(33)

(0)

Ideal number of Users

1 - 1000+

10 - 1000+

Ease of Use


4 / 5

Customer Support


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Product Features

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

Screenshots

View 4 screenshots 92296 thumb
View 4 screenshots 137659 thumb

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 PureFacts Wealth Management

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