Our Director John Motley has written a piece for the Wealth Mosaic, you read it by clicking on the link below: https://www.thewealthmosaic.com/vendors/imvs/5qw/wealthtech-views-looking-into-2020-with-imvs/
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...
IMVS is delighted to be able to announce that one of our long standing and valued customers Hathaway Investment Management have signed up to take three additional modules with immediate effect. The three modules; Contact Management and enhanced Reporting (CRM), Client...
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...
IMVS are really pleased to announce that they have won a host of awards at the Systems in the City Fintech awards ceremony last week.
The UK Wealth Technology Report by the Wealth Mosaic features IMVS on page 45.https://www.thewealthmosaic.com/vendors/imvs/
We are pleased to launch our new module that addresses the need for proactive report production with a call for action if the report produces any anomalies.
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.
VOLe is the client online portal available from IMVS that allows clients, advisers, their wealth manager or any other designated connected party to view the client position, details and correspondence from any suitable web enabled device.
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