Providing reliable wealth management software at affordable prices

providing reliable wealth management software

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

IMVS design solutions that are robust and reliable, our reputation is as important as yours and we want to ensure you can provide the service your clients deserve. Our solutions are designed to keep in line with the demands of regulation and legislation. We see this as a partnership where both our businesses develop a healthy future.

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.

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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

As bespoke discretionary investment managers and running our own nominee company for the custody of our client assets, we must deliver a service that meets our clients’ needs and expectations. To help us to achieve this we use IMVS software as our back-office software provider. From our initial discussions with IMVS, we have always been impressed by their staff’s knowledge, willingness to listen to our needs ensuring the software development continues to meet our regulatory needs whether for our company or across all their service users. IMVS software provides the system processes to meet all our dealing and administration requirements. In addition, our clients and advisers, SIPP and offshore bond providers all have access to online valuations and transaction reporting via our portal. We have always been impressed with the quality of their service.

We have been clients of IMVS Ltd for the best part of 20 years and have particularly valued the benefits their software systems bring to our organisation. Being a boutique DFM, our requirements are very demanding and IMVS have constantly delivered a service and software functionality that meets our exacting standards. Our relationship with the team at IMVS is based on mutual understanding and respect and they are always accommodating of new ideas in order to deliver solutions that work for us whilst complying with all of our industry’s regulatory requirements. We remain committed to our ongoing working partnership with IMVS and appreciate their expertise, system knowledge and professionalism.

They have a great product, one that’s proven with a good track record of reliability. Support is good, and when something needs to be fixed, they fix it. They are developing the product intelligently. We have no hesitation in recommending their core APA product, which we consider to be an excellent DFM middle and back office suite.

We have been using the APA portfolio management software since we started trading in 2000 and IMVS provided invaluable advice and assistance in migrating data from our previous system, going above and beyond their remit whenever we needed additional support. Since then we have enjoyed a close working relationship, with IMVS continuing to approach us prior to adding or changing functionality to see how it may impact our working practices. It is this sort of ‘personal touch’ that means we have not once looked at alternative providers as we would be very unlikely to find such commitment elsewhere.

Some of our partners

How it works

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.

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