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.
Settlement and Transaction Reporting
Book a Demo
See the software's features in action with a personalised demonstration.
Click or press on the button to open our booking form.
Or call 0121 622 8222
Book a Demo
How it works
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.