Charlotte, NC Investor Management Services, LLC (IMS) has launched a major release of its award-winning platform with added features for both clients and investors.
Experts in software for CRE operators, IMS helps the top commercial real estate owners in the country manage their investors while providing back-office efficiencies such as distributions and investor communications.
IMS recently took home the NREI/IMN award for Most Innovative Back Office Technology Provider and is also a semi-finalist in the NMHC Launch Pad Innovation Award. NMHC Launch Pad Competition will announce the winner on November 14th.
The newly updated platform features two key components. The first is an investor-facing front end which provides 24/7 access to account information and services. Investors will have individualized access to their current holdings, performance and return metrics, historical documentation, and activities.
The second component is the back-office platform which provides a solution to streamline mundane, time-consuming tasks with features such as waterfall calculations, distribution automation, document management, chart creation and a snapshot of the client’s net worth.
“We wanted to maintain our reputation of providing professional, intuitive software for our clients,” said Robert Finlay, CEO of IMS. “The upgrades to our platform will ensure that clients can not only have 24/7 access to their investments and prospects but also monitor those projects in real time.”
New features include:
- Distribution Waterfalls
- process calculations inside the platform
- Document Management
- quickly and easily access and distribute reports
- Organizational charts
- build, structure and add entities
- Accounting data integration
- Quickbooks, Excel, Yardi, RealPage, etc.
- CRM
- Manage investor information
- Activity tracker
- monitor distribution activities and investments
- Still providing:
- Online deal processing
- The investment wizard
- Invite to invest
- Distribution Processing
- Investor dashboards
- Sponsor dashboards
- Portfolio valuation
- Loan tracking
Investor Management Services, LLC is a member of the QuietStream Financial family of commercial real estate services and technology companies. Investor Management Services offers cutting-edge software that helps commercial real estate owners manage their investors and projects. The platform features investor dashboards, document management, investor communications, electronic document execution, and live customer service with more features and enhancements on the way.
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