Providing reliable wealth management software at affordable prices
Wealth Management Software
IMVS provide wealth management solutions to investment managers, discretionary fund managers, wealth managers, asset managers and financial advisers (IFAs) in order to relieve the administrative burden of managing money.
Our key ethos is to develop and integrate our systems with relevant 3rd party providers in order to automate as much of the workflow as possible.
Flexible
We know that not all managers operate the same way, so we design our solutions to allow them to be tailored to your way of working.
Affordable
In an increasingly regulated environment the cost of managing investments is an ever-present burden. IMVS take a flexible approach to charging where you can spread costs over a number of years or even look at some form of charge based on funds under management – we want you to grow so that we can grow.
Reliable
Endurable
We have been around since 2000, during which time we have continued to enhance and develop the software to ensure it is as relevant to the industry now as it was then.
Why IMVS?
Integration
Integration with related 3rd Parties – not just the usual price feeds and transaction reporting, but also document management systems and service providers, pensioner trustees, platforms and client on boarding.
Automated processes
Automated processes – using our flexible technology approach we look to ensure that workflows are as automated as possible – reducing risk of rekeying errors or forgotten entry. Thus, freeing up time and resources to help build your business.
Central hub
Central hub for using platforms where client communication is controlled by you and not a 3rd party. This also allows one stop reporting for clients with multiple portfolios across various platforms. This means that you are in control of your brand, and the client only has to log into once place for all their portfolio information.
FARE
Work to the 4 key Principles of FARE – Flexible, Affordable Reliable and Endurable.
Book a Demo
See the software's features in action with a personalised demonstration.
Click or press on the button to open our booking form.
Or call 0121 622 8222
Book a Demo
About us
IMVS provide systems for a wide range of financial services organisations including Asset Managers, Wealth Managers, Investment Managers and Financial Advisers with Discretionary permissions.
What Our Clients Say
Some of our partners
How it works
Management Information and Compliance Monitoring Module (MICM) Latest Release Available
Our Award-Winning CASS solution is now generated within our Management Information and Compliance Module (MCIM) enhancing the functionality of the initial 1st phase release of June 2019. It alleviates some of the burdens of daily cash reconciliations, enabling you to...
Update to Client Portal – VOLe
We have updated our online portal to provide a more holistic view of client portfolios.
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.