Our Solution

Ever- increasing regulations add to the administrative overhead of Asset/Wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability.

IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity, enhance compliance monitoring and reporting, and reduce IT and Operations costs.

The complete Wealth Management Solution includes the following modules:-

Back & Middle Office
Comprehensive and designed specifically to minimise the effort involved in the day to day administration of clients and portfolios. Data managed within IMVS' Advanced Portfolio Administration underpins the entire Wealth Management Solution, seamlessly integrating to ensuring no need for re-keying.
Front Office
A sophisticated and powerful tool, IMPACT offers Investment Managers detailed and comprehensive analysis of their client’s portfolios and investment activity. Sophisticated modelling and rebalancing tools, including pre and post trade compliance/restriction controls, enable efficient creation of order books which feed directly into APA for contract note production and settlement.
CRM
CRM applications are increasingly a necessity for running a business and effectively serving clients. This module provides you with organised access to information regarding your prospects and clients and the interaction between them and your firm. Developed internally by IMVS, our CRM module avoids the additional costs that are associated with proprietary software.
Compliance Monitoring & Reporting
A powerful analysis tool providing quality management information about your firm’s daily Investment Activities including system wide auditing to assist in the early detection of potential Rule Breaches and the easy identification of any oversight. Analysis of client data is also provided to ensure the integrity and accuracy of regulatory reports including MiFIR transactions and HMRC Income Reporting, ISA Reporting etc.
Reconciliation Services
Connectivity for transactional reporting, and data reconciliation with third parties is facilitated via this module. From daily MiFIR Transaction reporting to UnaVista through to Price Feeds and Valuation Requests for SIPP and Bond providers the data production is automated and sent securely or received and processed accurately.
On-Line Services
Our Online Portal (VOLe) offers your Clients and Advisors intuitive and comprehensive tools to facilitate Valuation & Reporting, cash transactions, and notification alerts. On-Line Applications (eAPP) allow client on-boarding by Advisors or Clients direct.