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
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How it works
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.