From our learnings of onboarding over 300 clients, IMS has developed a process to minimize the time and effort to onboard your data so you can get value from your investment in IMS as quickly as possible.

And don’t worry, you are not alone. Upon engaging with IMS, you will have a Customer Success Implementation Manager that will work closely with you and your team throughout the onboarding process. 


Contract Signed

Implementation Manager Assigned

Parties Engaged

Kickoff Call

Investor Site Styling and Subdomain Mapping (DNS)

Due Diligence

Acquire and Upload Data and Documents

Platform Prepared For Launch

Verify Data

Investor Launch

Waterfall Setup, Best Practices, and Other Training

Transition to Account Management/Support

Questions And Feedback

Learn How IMS Will Help You Save Time and Resources

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