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0121 622 8222 enquiries@imvs.com

Balkerne Asset Management sign up to take an additional module with IMVS

0121 622 8222 | enquiries@imvs.com

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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.

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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.

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