News

CRM Mini Demonstration

The following video clip shows how you can select multiple documents for a range a clients and then tailor the covering letter to suit each client before distributing to all.





For a full demonstation please follow the link




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IMVS Limited hire a new sales and marketing specialist

IMVS are delighted to announce that they recently hired Gary Rusby as their head of sales and marketing. This move is part of the overall plan to raise awareness of their wealth management system in the wider market, and subsequently grow their market share and user base.

John Motley, Operations Director said “We have a small but very loyal customer base and provide a flexible and innovative approach to providing our customers with a wealth management systems that actually works. Historically, it more than fair to say that getting ourselves noticed has not been our forte, probably because we are good at all the technical stuff, and as a result the sales and marketing side has been down the our list of priorities. That is why we are delighted to announce that Gary Rusby has joined the IMVS team. Gary will be responsible for all of the IMVS Sales & Marketing activity, as well as adding invaluable contribution to the development of the IMVS Software. Gary has a very strong background within the Financial Service Software Systems arena as well as over 11 years in investment management and financial services. Gary is a qualified Chartered Wealth Managers and a fellow of CISI”.

Gary Rusby remarked that “I have had many years associated to the Wealth Management industry, both from a system provider and an investment management position. During my time I have seen and used a wide range of wealth management systems but none compare to the systems provided by IMVS Ltd either in functionality or ability to integrate with other systems. I was so impressed with the knowledge, commitment and flexibility of the development team that I decided to join them”.

Anyone wishing to find out more, please contact Gary directly on 07775 605697 or garyr@imvs.com

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Corporate Events for MiFID II

IMVS customers are all live and successfully reporting relevant transactions to UnaVista via our automated and APA integrated MIFID II Transaction Reporting Module

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MIFID II Live for all Customers

IMVS customers are all live and successfully reporting relevant transactions to UnaVista via our automated and APA integrated MIFID II Transaction Reporting Module.

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MIFID II Installed at Customer Sites
IMVS is delighted to announce that our MIFID II Transaction Reporting Module has been successfully installed at our customer sites for testing prior to go live date on 3 January 2018.
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