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wealth management software
CRM Mini Demonstration

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.

Client Online Portal – VOLe

Client Online Portal – VOLe

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.

IMVS Limited hire a new sales and marketing specialist

IMVS Limited hire a new sales and marketing specialist

IMVS are delighted to announce that they recently hired Gary Rusby as their head of sales and marketing. This move is part of the overall plan to raise awareness of their wealth management system in the wider market, and subsequently grow their market share and user...

Corporate Events for MiFID II

Corporate Events for MiFID II

IMVS customers are all live and successfully reporting relevant transactions to UnaVista via our automated and APA integrated MIFID II Transaction Reporting Module

MIFID II Live for all Customers

MIFID II Live for all Customers

IMVS customers are all live and successfully reporting relevant transactions to UnaVista via our automated and APA integrated MIFID II Transaction Reporting Module.

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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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