Our Partners
At IMVS we strive to make processes easy to use and as close to
‘straight through processing’ as we can get. With this in mind we believe
it is important to integrate or link with the other business tools you are using,
and in some cases provide integration with other wealth management solutions.
This open minded non-precious approach to our systems means
that you get the solutions and processes you want.
The following provides a list and links to our current partners, but please
bear in mind we are always open to adding more to fit your business needs.
Platforms
Price Feeds
Settlement and Transaction Reporting
SIPP Providers
Other Services
Why IMVS?
Integration
Integration with related 3rd Parties – not just the usual price feeds and transaction reporting, but also document management systems and service providers, pensioner trustees, platforms and client on boarding.
Automated processes
Automated processes – using our flexible technology approach we look to ensure that workflows are as automated as possible – reducing risk of rekeying errors or forgotten entry. Thus, freeing up time and resources to help build your business.
Central hub
Central hub for using platforms where client communication is controlled by you and not a 3rd party. This also allows one stop reporting for clients with multiple portfolios across various platforms. This means that you are in control of your brand, and the client only has to log into once place for all their portfolio information.
FARE
Work to the 4 key Principles of FARE – Flexible, Affordable Reliable and Endurable.
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What Our Clients Say
How it works
Management Information and Compliance Monitoring Module (MICM) Latest Release Available
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...
Update to Client Portal – VOLe
We have updated our online portal to provide a more holistic view of client portfolios.
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.