IMS Mobile App for Investors

IMS Mobile App - Android and iOs

Mobile Application for Investors

Your investors are increasingly using smartphones and tablets to get the data they need to understand their investment performance - across all investments in their portfolio. The expectation is simple, you will have a mobile application to provide the data they need, anytime, and everywhere and the best mobile experience.

IMS is the first Investor Management Platform with a native mobile application. Investors simply download the application and sign in to see project information, performance, and documents. Both Android and iOS devices, including iPhones, are supported.

Download IMS Mobile Investor App for iOS Download IMS Investor Mobile App for Android

  • Native mobile application for iOS (iPhone) and Android that can be downloaded directly from the Apple App Store and Google Play Store.
  • No additional configuration or setup needed. Investors simply download the application and sign-in with their normal investor username and password.
  • Easy investor access to distributions and configurable investment performance metrics.
  • Deal room for document sharing, including K-1 and project information, available to investors directly in the mobile application. No additional logins and passwords to remember.
  • Save time and resources by reducing investor support time in providing documents, investment performance, and other project information.
  • Increase investor trust and transparency by showing your investors you have the sophistication and technology of much larger companies.
  • Investors can easily download from the Apple App Store or Google Play Store and sign in using their normal investor dashboard login.
IMS Mobile Investor App
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“[Without IMS,] we would not have been able to grow as a company like we have. Without a database, we would have been stuck in such slow processes and unable to expand to a larger pool of investors.”

Jennifer Warder - Director of Operations - SPI Advisory

Learn How IMS Will Help You Save Time and Resources

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