Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments.
To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. There is only one software platform on the market that delivers an all-in-one solution, the IMS Platform.
The IMS Platform includes an investor dashboard that provides the data that your investors demand including project information, performance metrics, ownership percentages, historical distributions, and many more. Investors can update their own contact and bank information in one place. Additionally, the investor dashboard provides document sharing to access important project documents including K-1s, quarterly financials, and other tax documents. Finally, the investor dashboard fully facilitates new investments with an online investment wizard and electronic document execution.
It is easy to invite investors to the portal and understand how they are using the system.
The IMS Platform is the only complete platform that handles your front and back office and the investor dashboard ties your data together to provide the transparency your investors want. It gives your private equity real estate firm a professional, modern, appearance and improves your investor experience.
Learn how you can deliver investor transparency with the IMS Platform today.
“The IMS platform has been a tremendous value-add for our business to help us better communicate with our investors and provide a valuable platform that allows us to manage our data. The tools and partnership with IMS has helped us streamline our syndication process and provide a tool that distinguishes us and improve our brand within our community of investors and partners and we look forward to our continued success.”
“The team at IMS provided both an in-depth analysis and an overview of recommendations that quickly made us realize we could take our platform to the next level. Our new website and investor portal are cutting edge. We could not have designed our new website and investor portal without IMS.”