Investor Management Services

IMS Platform


4.5 / 5
12 reviews

Who Uses This Software?

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


Average Ratings

12 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Investor Management Services
  • www.investormanagementservices.com
  • Founded 2015
  • United States

About IMS Platform

Investor Management Software for COMMERCIAL REAL ESTATE FIRMS. The IMS Platform provides real estate investment firms with a CRE-tailored CRM, investor dashboards, document management & distribution calculations. Deliver the transparency investors demand while reducing costs & adding back-end efficiencies. Companies like RADCO, Peak, & CapSol rely on IMS to help manage 49K+ investors. To learn how IMS can help save time & resources & provide a winning investor experience, SEE A DEMO!


IMS Platform Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks
  • Brand Management
  • Cash Flow Analysis
  • Critical Date Alerts
  • CRM
  • Deal Management
  • For Appraisers
  • For Brokers
  • For Investors
  • For Property Managers
  • Portfolio Management
  • Strategic Planning
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Accounting
  • Appointment Scheduling
  • Commission Management
  • Contract Management
  • Critical Date Alerts
  • CRM
  • Document Templates
  • Electronic Signature
  • File Sharing
  • Task Management
  • Transaction Review

IMS Platform Reviews Recently Reviewed!


A great tool, with which I am hopeful to gain user adoption across our organization

Apr 17, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
Likely
Extremely
Likely

Pros: The ability to house all of our investor data in one secure site. IMS really allows us to house all of investors in one convenient location.

Cons: The software is great and I am certain that will continue to be built out by the developers to include even more robust features and functionality.

My biggest frustration is the lack of support by phone. Sometimes, we just need to speak with someone for an immediate and quick turnaround that we do not have access to obtain (ie. an export of tax ID's or Bank Account information).



It would be great to have a Support Phone Line or Support Chat in addition to the Email Support structure. With some of the data and functionality still only available to IMS admins, this makes it hard to provide my supervisors, colleagues and investors with the data needed at a moment's notice, which is ultimately our main use of the platform today.

When we do get to speak with our Customer Success Manger or a Support team member, the resolution is typically a quick turn-around.

Vendor Response

by Investor Management Services on August 16, 2018

Thank you for the feedback. In 2018, we have re-organized our support structure based on customer feedback and experimental learning. Post-implementation, you can initiate a live support response via phone, chat or email during normal business hours. All requests outside of that should receive a response within 24 hours, as supported by the IMS support Service Level Agreement (SLA).

IMS- One Stop Shop

Sep 13, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: IMS offers a one stop shop for Investor Management. I provides a comprehensive but streamlined investor portal which even the novice computer user can use. IMS allows us to notify our investors or groups of investment updates at a click of a button without having to email. One of the key requirement we required from the portal were distribution notification which IMS performs flawlessly.

Cons: Not having a customer service manager anymore has been a little annoying. All service request go through there support. I would like to see IMS go back to giving everyone an account manager.

Overall IMS meets the needs of our enterprise.

Apr 17, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: IMS provides our investors a one-stop shop to view their investment, distributions, tax documents, as well as view new investment opportunities.

Cons: Sometimes, the functionality is a bit clunky. Customer service response time could be improved. In addition, we would like to see the software be tailored more to companies in the hospitality space.

Overall: Our investors use it as their go-to place for all information related to their investments.

Vendor Response

by Investor Management Services on August 16, 2018

Thank you for the feedback, and please keep it coming as we continue to expand and build out our support team to deliver world class response time.

Overall a great experience. IMS has been very beneficial for us and for our investors.

Apr 17, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The ability for the investor to have all their information and documents in one place to review. We have received lots of positive feedback from our investors about IMS.

Cons: Docusign is not a very robust system and has been disappointing. The coding abilities are lacking and it has been frustrating using it with its limitations.

Overall: A place for investors to log in and view their investments, documents , etc.

Capterra loader

Very user-friendly. Helps us consolidate our many systems

Apr 17, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: Layout is easy to use, especially for investors. The visuals and charts make it simple for our clients to track their distributions and see what projects they are invested in.

Cons: Customization is limited. We would like to have more custom reports generated and more integrations with other large software such as Infusionsoft, Parsey and Zapier.

Overall: Consolidating our existing systems and platforms

has taken a while to get the platform set up

Apr 20, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: I am able so store all of my information on the platform. The production team works hard with their clients to get set up. I also like the monthly platform updates.

Cons: Not as easy to maneuver as I would like but I at least appreciate that they take suggestions and try to implement them

Overall: Still in the production process so not sure yet

IMS Platform - Investor Management Services Review

Apr 17, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like the site. Easy to get what I need. Contacts are easy to find and search. Quarterly distributions are easier.

Cons: Can't see banking info and we have to request it.

Vendor Response

by Investor Management Services on September 17, 2018

This functionality was updated in a recent release to allow credentialed administrators access to that information.

Customer-friendly and continually improving

Apr 17, 2018
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: 1. Ability to easily interact with investors at one time

2. It feels early-stage enough that my feedback is valued and appreciated

3. Very easy to manage once asset is uploaded

4. Auditing/tracking historical interactions

Cons: 1. Still missing some functionality (e.g., ability to copy an old email and use for a new one)

2. Hard to get new projects onboarded, especially because there is not muscle memory and so it's every few months

3. There are things that require IMS's help to do that I would like to do myself but system won't allow it

Vendor Response

by Investor Management Services on August 16, 2018

Thank you for the feedback. We hope you are utilizing the email cloning feature that was released in 2018. Please contact our support team at support@imscre.com if you have any further issues or feedback.

Capterra loader

Good functionality, need to spend more time learning about it.

Apr 17, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I like the layout, the color scheme, ease of use/access for investors to check in on assets, ability to update information quickly.

Cons: We do value add properties so the ability for investors to see progress photos for each property would be good. I can only use 1 photo as the main photo for the investor to see while I take around 30 progress photos a week.

Overall: Investor relations is no longer a position you need to higher someone for, just add about 20-30 minutes to an existing employee's day.

My experience with IMS has been great! I love the user friendliness and ease to use.

Apr 18, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money

Pros: We used IMS to distribute K1s to our investors for the first time. In the past, we sent 100's of emails with the investors' K1s attached. IMS provided us with a safe platform to disseminate the investors information and provided greater efficiency in the process.

Cons: I would like to see IMS calculate more complex waterfalls for our distribution process. Our waterfalls are complex and unique. And we've had to calculate the waterfalls manually along side IMS to ensure accuracy, because of different nuances each deal has. When we do calculate manually, it is double effort. And that does not improve efficiency. If IMS could automate this process, that would be fantastic.

Vendor Response

by Investor Management Services on August 16, 2018

While we appreciate the feedback, this seems a little dated based on the waterfall features IMS has released over the past 18 months. The IMS platform can calculate waterfalls for complex, unique situations. We encourage you to re-engage our customer success team for direction on how to accomplish that for any nuanced calculations.

Provides valuable information, easy to use and is continually adapting to add more features.

Apr 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: CRM is very helpful to see when other team members have sent correspondence with investors. I also really like the ease of sending distributions.

Cons: Some of the edit functions are limited after certain items have already been entered and have to contact customer support to get changes made. This is a trade off because sometimes you do really want to limit this issue.

Overall: Ease of investor relations.

Allows quarter end distributions to flow seamlessly

Apr 17, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Great for organizing investor documents and gives us a professional edge as a smaller firm. Every quarter distributions go out and we've been able to minimize and catch mistakes before they go out.

Cons: I have no major complaints, but ideally the split screens for the distribution visual wold readjust better to fit into the screen.

Vendor Response

by Investor Management Services on August 16, 2018

Thank you for your feedback. There are several ways to easily adjust the screen split. Please visit our help center or contact our support team at support@imscre.com for detailed instructions.