IMVS

HQ Address

31 Caroline Street, Birmingham, B3 1UE, United Kingdom

Website Address

www.imvs.com/

Connect with IMVS
Business introduction

Managing investments better

Know you're in safe hands with our complete investment management solutions

IMVS has experience of a wide range of financial services organisations and provides products and services from partial to total solutions.

Our systems development team has a vast amount of experience in providing asset/wealth management solutions. We are proud of our relationships with each of our customers and our advanced technology allows us to tailor our products to meet their specific software needs. The members of our business team are experienced practitioners and consultants within the industry and provide assistance and guidance to ensure that best practices are established, not just during implementation, but throughout the lifetime of the relationship. Our technical team understand and advise on all operational and IT requirements, including hardware, networking and websites.

In short, IMVS is a business solutions provider not just a product provider.

IMVS Solutions

APA (Advanced Portfolio Administration, Back & Middle Office)

A single point of entry for the recording and administration of data used in the management of your client portfolios. Screen driven processes ensure that from the moment a client is on-boarded all transactions are processed accurately. Labour intensive back-office tasks are simplified and seamless integration of data within other modules......

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Compliance Monitoring & Reporting

Underpinning the IMVS Solution is a database containing a vast amount of data relating to all aspects of your firm’s wealth management activities. This module is designed to facilitate the analysis of this data to ensure that you are managing your client’s investments with up to date information on the......

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CRM

Manage all of your company’s relationships and interactions with your customers and prospects. CRM has document management & client management features to give the user a complete picture of the available clients. Events can be logged against a contact and appointments sent to their own calendar. All documentation can be assigned......

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eAPP

eAPP facilitates the increase of FUM by offering on-line client on-boarding for advisors or individuals. Branded application forms can be completed by prospects that meet certain risk profiles and models and third party software such as Verify™ and Sage Pay™ are used to manage AML and bank payments. Once accepted,......

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IMPACT

The front office module allows asset/wealth managers to apply, modify and reapply investment models and strategies to clients based on any number of classifications. Decision support is enhanced throughout the analysis screens by an extensive range of filters which can be tailored and include a variety of different graphing tools. Deals can......

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IMVS Wealth Management Solution

Ever-increasing regulations add to the administrative overhead of asset/wealth management organisations, therefore a system which streamlines the processes involved in administering client’s accounts has a fundamental impact on a firm’s profitability. IMVS’ Wealth Management Solution is a highly scalable system that allows firms to improve their client service levels, increase productivity,......

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Reconciliation Services

PVS (Portfolio Valuation Service) Under a licence agreement with Financial Express (FE), we are able to re-distribute to our users the closing prices and other residual data including currency, exchange rates, yields and indices. Overnight, eHUB (the Electronic Integration Engine within the database) collects the codes for active instruments within the database......

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VOLe

Our digital client portal is a unique way for you to reinforce your relationship with your client and provide them with access and control they require. Branded to match your corporate image, every time your clients log on they are reminded of the quality of the services you provide. VOLe......

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