IMVS is delighted to be able to announce that one of our long-standing and valued customers Balkerne Asset Management has signed up to take an additional module with immediate effect.
This additional module is; Contact Management and enhanced Reporting (CRM), which alongside the already installed Client Portal (VOLe) and a host of other functionality, will enable Balkerne to digitise all of their client correspondence and quarterly reporting.
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 and investments on behalf of their clients.
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.
