IMS Platform vs Engage

Starting Price

Not provided by vendor

$145.00/month/user

Best For

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

Wealth Managers, Financial Advisors, RIAs, and a growing segment of Asset Managers.

Ideal number of Users

1 - 1000+

10 - 999

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
View 5 screenshots 213299 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 Engage

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