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IMVS Wealth Management Solution

HQ Location

Birmingham, United Kingdom

Website Address

www.imvs.com

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Solution introduction

Managing investments better

Know you're in safe hands with our complete investment 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, enhance compliance monitoring and reporting, and reduce IT and operations costs.

The complete Wealth Management Solution includes the following modules:

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

Portfolio & Wealth Management Systems, Trading & Back Office

20/02/2019

IMVS: An introduction to the solution offering and its components

Portfolio & Wealth Management Systems, Trading & Back Office

06/02/2019

IMVS: An introduction to the business

Portfolio & Wealth Management Systems, Trading & Back Office

22/01/2019

Management Information and Compliance Monitoring Module (MICM) available

Business Intelligence & Practice Management, Compliance & Regulation

12/06/2019

IMVS: Update to client portal - VOLe

Digital Platforms & Tools, Portfolio & Wealth Management Systems

22/05/2019

IMVS: new client online portal - VOLe

Digital Platforms & Tools, Portfolio & Wealth Management Systems

01/02/2019

CRM mini demonstration

Client Engagement & Management

21/12/2018

Features

IMVS is a small highly specialised team with a sole focus on wealth management solutions. We are a price leader, offering more for less. Customers have direct access to our dedicated customer services team – we do not operate call centres or queuing systems. Our development strategy is highly flexible and is customer driven; we are a complete solutions provider not merely a product provider.

We offer a highly robust single Oracle database - the centralised hub to which all products link, meaning there is no requirement for synchronisation of data throughout systems. A single point of entry means that all data provided through any viewpoint will be accurate.

Our aim in business is simple: to reduce costs by providing more for less without compromising on quality. IMVS is committed to using cutting-edge technology to provide the most up-to-date solutions and we make use of a market-leading database, programming, server and networking technology to produce robust and efficient solutions. 

Our product roadmap is driven by our customers and as such, our products are a 100% fit within the relevant marketplace. The emphasis that we place on flexibility and tailoring to meet the demands of the diversity and the personal preferences of the organisations that use our products enables us to create a highly scalable product range of high-quality products that are cost-effective business solutions. 

Benefits

  • Reduction of costs
  • Fully scalable and adaptable system and associated modules
  • Alignment of operations and technical infrastructure to business strategy
  • Maintenance and centralisation of a single source reference database

Our development/maintenance team are either experts or have a high level of proficiency in the development tools that we employ, including .Net, Oracle, PLSql, Java, Usoft, Crystal. They each have over 15 years of experience developing and maintaining software specifically for companies operating within the financial services sector and have a good level of industry knowledge.

Our operations and support team have a very high level of industry and technical knowledge and are all available to support MCIM directly. We do not operate a call logging service, any support requests come directly to a member of our team where they are dealt with immediately.

Partners

Platforms:

  • 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 

Others:

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

Key Data

Year launched
1999
PRICING
  • Licence
  • Subscription (SaaS)
Release Frequency
Annual
Implementation Methods
  • Download
  • Hosted (public cloud)
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Private Client Investment Manager
Client Regional Presence
  • Western Europe

IMVS Wealth Management Solution

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