HQ Address

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

Website Address

Relevant Regions

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: More about how the firm works and the service model for clients

Portfolio & Wealth Management Systems, Trading & Back Office


Welcome to the third part of our video interview with Birmingham, UK-based wealth management technology provider, IMVS. This video is with Director, Gary Rusby. In this third segment, Gary provides us......

Management Information and Compliance Monitoring Module (MICM) available

Business Intelligence & Practice Management, Compliance & Regulation


IMVS: Update to client portal - VOLe

Digital Platforms & Tools, Portfolio & Wealth Management Systems


IMVS: An introduction to the solution offering and its components

Portfolio & Wealth Management Systems, Trading & Back Office


IMVS: new client online portal - VOLe

Digital Platforms & Tools, Portfolio & Wealth Management Systems


IMVS: An introduction to the business

Portfolio & Wealth Management Systems, Trading & Back Office


CRM mini demonstration

Client Engagement & Management


Business Overview

Any long-term customer/supplier relationship must be built on mutually beneficial objectives. Our objectives are very straightforward; we will supply a market leading product and top-notch supporting services to each of our customers, regardless of their size. We aim to provide innovative solutions to business problems and will constantly look to improve and enhance products and services in order that, in turn, our customers can deliver a quality cost-effective service to their clients.

We pride ourselves on our customer service which we believe is second-to-none. From the first project meeting, our team will guide you through the entire process of data migration, training, implementation and support. We do not offer tiered structure support agreements to our customers – we believe that every customer deserves a gold standard service and to this end the product license fee includes direct access to our dedicated support team - we do not charge extra for product support, we do not operate a queuing system nor will your calls be answered by untrained telephonists in remote locations.



  • Aegon 
  • AJ Bell 
  • Transact 

Price feeds:

  • Financial Express 
  • ICE 

Settlement and transaction reporting:

  • Trace Financial
  • Unavista

SIPP providers:

  • Canada Life
  • Curtis Bank
  • Embark
  • James Hay
  • Suffolk Life
  • IOMA
  • UTMost 


  • Compos Mentis
  • Paragon Customer Solutions
  • SagePay
  • Thistle Compliance Specialist

Key Data

Year founded
Type of Clients
  • Asset Managers

IMVS Solutions

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,......

business needs
Client type
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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......

business needs
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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......

business needs
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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......

business needs
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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,......

business needs
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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......

business needs
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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......

business needs
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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......

business needs
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