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.
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.
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.
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.
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IMVS provide systems for a wide range of financial services organisations including Asset Managers, Wealth Managers, Investment Managers and Financial Advisers with Discretionary permissions.
Some of our partners
How it works
Our Award-Winning CASS solution is now generated within our Management Information and Compliance Module (MICM) 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...
We have updated our online portal to provide a more holistic view of client portfolios.
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.