Our aim has always been to develop an Asset/Wealth management infrastructure within a technology environment that is driven by the strategic needs of your business and what your clients want.

Our products support every part of your organisation but, particularly, your Asset/Wealth Managers, so that they can deliver excellent advice and service to their clients

At the centre of our products is a database that can be accessed using many different methods, both locally and remotely.

To complete the picture, on-line access for your clients is available through your web site, branded with your corporate image.

Within these pages you will find a brief summary of our products but, for more information, please Contact Us.

Product Features

  • Portfolio Modelling
  • Holistically Manage Portfolios
  • Trade Generation and Management
  • CGT Calculations
  • Pre and Post Trade Compliance
  • Transaction Processing and Settlement
  • Nominee & Custodial Processing
  • Double entry accounting for both market and client transactions
  • Manage withdrawals and subscriptions automatically to and from your clients bank accounts
  • Income Processing
  • Corporate Event Builder
  • Income Reporting
  • New Business generation via web based application portal
  • Performance Reporting (GIP Compliant)
  • Client fiduciary reporting including electronic delivery
  • Client and Advisor Portal
  • Webservice architecture, to simplify and electronically integrate the IMVS product range with external software components