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.


Price Feeds

Settlement and Transaction Reporting

SIPP Providers

Other Services



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.


Work to the 4 key Principles of FARE – Flexible, Affordable Reliable and Endurable.

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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.

How it works

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.

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