Product Releases

At IMS, we are constantly striving to improve our application and make it more efficient, adaptable, and integrated with CRE's leading management systems.

Below is a list of product enhancements and new features that have launched within our application.

Introducing our Brand New Investor Portal

July 17, 2020

Included in this release:

  • New and improved Investor Portal
  • Updated, modern user interface
  • New investment and portfolio reporting
  • New email communication tracking

full details »

Collect Signatures from All Parties

March 27, 2020

Included in this release:

  • Secondary Signers on eSignature documents
  • Signers tab in the CRM

full details »

Generate Pro Forma Distributions

March 27, 2020

Included in this release:

  • Waterfall Projections Feature
  • Projections Investor Dashboard Metrics

full details »

Important Information at Your Fingertips

March 20, 2020

Included in this release:

  • Updated design on Investor Profiles in CRM
  • New left hand navigation
  • Easier access to important information

full details »

January 2020 Roundup

Jan 31, 2020

Included in this release:

  • eSignature Updates
    • Multiple Templates
    • Radio Buttons
    • Voiding Documents
  • Sensitive Data Access

full details »

New and Improved eSignature Documents

December 6, 2019

Included in this release:

  • Managing electronic signatures completely within the app
  • Drag-and-drop form fields
  • Applying countersigners and eSignature documents at the class level

full details »

See Important Details Quickly

December 6, 2019

Included in this release:

  • New and improved CRM columns
  • Fully customizable contact display
  • Additional information in CRM exports

full details »

Upload Documents at Scale

September 24, 2019

Included in this release:

  • K-1 Matching
  • Manual Matching
  • Upload by Filename

full details »

Process Distributions Without Leaving IMS

Sept 24, 2019

Included in this release:

  • Upgrades to Yardi® Integration
  • Yardi® Standard Interface Partnership Program

full details »

August 2019 Roundup

Included in this release:

  • Investor Relations Support Contact
  • Investor Dashboard Preferences - Annualized Cash on Cash YTD
  • Sponsor Task Notifications
  • NACHA Updates

full details »

Contact Investors Easily

June 28, 2019

Included in this release:

  • New Email Segment feature
  • Best Practices for using Email Segments

full details »

June 2019 Roundup

Included in this release:

  • Sponsor Notifications
  • Investor Relations Contact Details
  • KPI Dashboard Enhancements

full details »

Organize and Track Documents

June 12, 2019

Included in this release:

  • Documents tab added to CRM
  • Upload Documents directly from the Projects tab
  • Document tracking added

full details »

Streamlined Design & Functionality

March 28, 2019

Included in this release:

  • Top Navigation
  • Sign Up Configuration
  • Global Search

full details »

March 2019 Roundup

Included in this release:

  • Investor Statements - Append PDF
  • Custom Metrics
  • Customize Investor Dashboard

full details »

You've Raised The Money, Now It's Time To Collect

January 25, 2019

Included in this release:

  • Commitments and Capital Calls
  • Automated Email Metrics

full details »

Connect Globally, 24/7

January 3, 2019

Included in this release:

  • Mobile CRM
  • Yardi Integration

full details »

September 2018 Roundup

Included in this release:

  • Multiple Bank Accounts
  • International Bank Accounts
  • Equity tab interface updates

 

Increase Investor Transparency

August 27, 2018

Included in this release:

  • Investor Statements (beta)
  • Investor Profile level document folder

full details »

July 2018 Roundup

Included in this release:

  • Sensitive Data Download
  • Base Points
  • Enhanced Transfer Functionality
  • Document Email Notifications

full details »

May 2018 Roundup

Included in this release:

  • Import data (distribution batches)
  • Task Manager
  • Display Unpaid Preferred Returns and IRR Calculations
  • Batch Distribution Emails
  • Duplicate Emails

full details »

April 2018 Roundup

Included in this release:

  • Enhanced fund details page
  • Edit generated notifications on portal events performed on the portal
  • Enable/disable payment method(s) in which an investor can receive a distribution payment
  • Choose notification types for share communication contacts

full details »

Customize Investor Dashboards

March 6, 2018

Included in this release:

  • Custom Dashboard Preferences at the account level
  • Publish/Unpublish projects
  • Relaunched Help Center

full details »

Seamlessly Share Email Communications

January 30,2018

Included in this release:

  • Share communications for connected profiles
  • Countersignatures in DocuSign

full details »

December 2017 Roundup

Included in this release:

  • Bulk Email enhancements
  • Additional variables in DocuSign
  • External IDs field on Assets tab

 

November 2017 Roundup

Included in this release:

  • Partial transfers
  • Waterfall fee enhancement
  • Merge profiles

 

October 2017 Roundup

Included in this release:

  • Persistent search
  • Bookmark CRM tabs
  • Role added to Advanced Search
  • Ownership percentage added to CRM Investments Tab
  • Side letters
  • Waterfall audit enhancements
  • Enhanced entity export

full details »

Full Email Visibility

September 26, 2017

Included in this release:

  • Email tracking
  • Communication tab
  • Move investments
  • CRM export

 

August 2017 Roundup

Included in this release:

  • CRM updates
  • Waterfall rounding options
  • Project waterfall
  • Project level cap table

full details »

New and Improved Investor Portal

July 24, 2017

Included in this release:

  • Consolidated investor portal
  • Distribution detail breakout

 

June 2017 Roundup

Included in this release:

  • Entities are not included in the new Contacts tab
  • "Direct Investments" column
  • Filter capabilities
  • Bank Accounts tab within Contacts

full details »

May 2017 Roundup

Included in this release:

  • Project allocation chart
  • Dashboard display enhancements
  • Project photo and maps
  • View and edit consolidated investments

full details »

Learn How IMS Will Help You Save Time and Resources

Your Information is secure and will be kept confidential. Privacy Policy.

Thank You!

We will be in touch with you shortly.

© Copyright 2022 Investor Management Services, LLC. All Rights Reserved.

Terms & Conditions | Privacy Policy | DMCA Notice