Designed for Efficiency and Repeatable Accuracy
IMS automates your workflows and allows you to keep your investment data in a single view. Eliminate Excel-based risk and time-consuming manual processes with the only platform built to calculate waterfalls and process distributions in minutes.
Don‘t take our word for it. Hear it from our customers. Learn what it is really like to be an IMS customer.
“We work with 100+ high net worth individuals and distribute to them on a quarterly basis. Before IMS, I was doing waterfall calculations manually for multiple projects using a complex Excel file made up of more than 100 individual spreadsheets. Every quarter, I would spend a week just calculating distributions. Now, through IMS, calculations are done pretty much automatically.”
“Prior to IMS, I was doing everything by hand. Now that we are using the IMS Platform for waterfalls, I simply type in how much I want to distribute, click a button, and it’s pretty much done.”