IMS Platform

Investor management for commercial real estate

4,7 /5 (56 reviews) Write a Review!

IMS Platform Overview

What is IMS Platform?

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, and advanced analytics. The platform gives real estate firms the tools to automate waterfall distribution calculations, improve relations with investors by providing full transparency, and drive asset performance through actionable insights.

The IMS Platform aims to increase efficiency and help businesses save time by automating tasks such as distribution waterfall calculations and distribution workflows. The waterfall tool facilitates the delegation, automation, and distribution of sponsorship funds, and the in-built calculator produces sums based on pre-defined, associated rules and historical investment data.

Investor dashboards enable users to provide their real estate investors with complete transparency into current investment positions and performance, as well as distribution history. Dashboards are fully white-labeled and can be customized with the company logos and branding, and content can also be customized with the option to choose from a range of performance metrics. Investors also have access to distribution and performance data via the IMS Platform self-service mobile applications for investors. Documents can be accessed through the mobile app, and the IMP Platform facilitates document management in the form of secure storage, sharing, email notifications, automated K-1 upload, form parsing, and more.

The IMS Advanced Analytics module provides users with actionable insights into property performance, positive and negative trends, gross income, and other relevant metrics, through visual reports and dashboards. Data is automatically collected from the IMS Platform to create interactive reports and analytics.

IMS Platform Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Multiple plans are available for different business goals. Contact IMS for a pricing quote.


IMS Platform Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Investor dashboards provide investors with the insight they need on performance and distribution
The in-built CRM allows users to manage their contact database and track activity
IMS Platform facilitates the management of online investing
Distribution waterfalls can be setup and workflows can be automated
Dashboards are white-labeled so businesses can customize them with their logo and branding
The mobile apps allow investors to view performance metrics and access documents
Investors can view distribution data within the mobile app
IMS Platform video IMS Platform screenshot: Investor dashboards provide investors with the insight they need on performance and distribution IMS Platform screenshot: The in-built CRM allows users to manage their contact database and track activity IMS Platform screenshot: IMS Platform facilitates the management of online investing IMS Platform screenshot: Distribution waterfalls can be setup and workflows can be automated IMS Platform screenshot: Dashboards are white-labeled so businesses can customize them with their logo and branding IMS Platform screenshot: The mobile apps allow investors to view performance metrics and access documents IMS Platform screenshot: Investors can view distribution data within the mobile app

IMS Platform Reviews

IMS Platform Reviews

Overall rating
4,7
/
5
Excellent
43

Very good
11

Average
1

Poor
1

Terrible
0

Value for Money
4,6
Features
4,5
Ease of Use
4,4
Customer Support
4,7
96% recommended this app
Michael P.

IMS - Excellent Investor Platform

IMS has helped us communicate much more efficiently with our investors.


Nick C.

Love our IMS Portal!

Great product! We reached out to other operators in the real estate syndication business and they said this is one of the top portals to use for investors.


Brian S.

IMS Simply Did Not Work for Us

We made every effort to make IMS work for us. We even went so far as to pay for IMS personnel to come to our offices for a few days in order to see if they could really come to undersand what the needs of our family of funds were and how we could best deploy their system in support of our investor relations goals. In the end, we got a lot of lip service and promises for system enhancements, but IMS never delivered. Ultimately, we were compelled to terminate our contract and move to a different platform.


Brett H.

Great customer service, easy to use!!

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners...


Shaye W.

great software that is constantly getting better

It allows me to run lean and steam lines some of the most important back office components of my business.


Michael P.
Industry: Real Estate
Company size: 51-200 Employees

IMS - Excellent Investor Platform

Used Daily for 2+ years
Reviewed on 2019/03/19
Review Source: Capterra

IMS has helped us communicate much more efficiently with our investors.

Pros

We have used IMS for 2 years or so and we have enjoyed working with IMS and their entire staff. The system gave us an affordable, efficient and very robust way to keep track of (CRM) our investors, raise money, make distributions, and communicate with our 100 plus investors.

Cons

I do not have any negatives to report regarding IMS.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Nick C.
Industry: Real Estate
Company size: 2-10 Employees

Love our IMS Portal!

Used Daily for 6-12 months
Reviewed on 2020/05/02
Review Source: Capterra

Great product! We reached out to other operators in the real estate syndication business and they said this is one of the top portals to use for investors.

Pros

Ease of use for us as admins and for our investors. We have had several compliments on how easy it is to find info about their investments and the documents associated with them. We also love the ability to have our investors do online signatures, very quick and easy.

Cons

So many features it may take some time before we learn what they are and how to use them, which is a good thing!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Brian S.
Industry: Financial Services
Company size: 11-50 Employees

IMS Simply Did Not Work for Us

Used Other for 6-12 months
Reviewed on 2019/03/15
Review Source: Capterra

We made every effort to make IMS work for us. We even went so far as to pay for IMS personnel to come to our offices for a few days in order to see if they could really come to undersand what the needs of our family of funds were and how we could best deploy their system in support of our investor relations goals. In the end, we got a lot of lip service and promises for system enhancements, but IMS never delivered. Ultimately, we were compelled to terminate our contract and move to a different platform.

Pros

Price point was at the low end of market.

Cons

Ineffectual support. Platform would freeze or crash frequently. We were told this was due to our fund's "large size", which was, at the time, only 300 investors. System was not intuitive to use.

Response from Investor Management Services

We are sorry that you didn¿t feel like IMS was the best partner for your firm during our brief engagement, that said, this feedback appears to be quite dated. Your experience indicates that you had left IMS prior to some significant updates to our support structure and capacity. Further, in the last year, we have rolled out extensive fund enhancements that include Commitments and Capital Calls, added additional fund-specific metrics to the dashboards, and improved our reporting abilities with the release of Investor Statements.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Brett H.
Industry: Real Estate
Company size: 2-10 Employees

Great customer service, easy to use!!

Used Weekly for 6-12 months
Reviewed on 2020/09/16
Review Source: Capterra

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners...

Pros

I like the efficiencies and time that it saves. It also helps us to be more process oriented and in control of our touch points with investors. The software is constantly being improved and bugs are quickly fixed. Very happy with the responsiveness and engagement from customer service and our account rep! The new portal is much more design forward and it really blends in nicely as a white-labeled back end software tied to our existing website.

Cons

I didn't like that there were still some bugs to work out (which to be clear have been fixed) and there were some fixes that needed to occur after we initially adopted it. I didn't like the earlier design options since we were trying to blend it seamlessly into our branding and "look". Fortunately, improvements and fixes are always occurring and IMS has been great to work with.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Shaye W.
Industry: Investment Management
Company size: 2-10 Employees

great software that is constantly getting better

Used Daily for 1+ year
Reviewed on 2019/08/15
Review Source: Capterra

It allows me to run lean and steam lines some of the most important back office components of my business.

Pros

It has allowed me to run my business without hiring a single coder or developer. The IMS support team is always helpful and great at passing on feedback to their development team. New features are consistently being added and existing ones are always improving.

Cons

There can be a bit of a learning curve but IMS-U as well as the support team is always helpful.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,9/10
Based on 56 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

IMS Platform Pricing

IMS Platform Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Multiple plans are available for different business goals. Contact IMS for a pricing quote.

Multiple plans are available for different business goals. Contact IMS for a pricing quote.

Value for Money
4,6/5
Based on 56 user ratings
Compare value for money rating with alternatives
Compare with alternatives

IMS Platform Features

IMS Platform Features

API
Accounting Management
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Contact Database
Contact Management
Document Management
Document Storage
Electronic Payments
Email Notifications
Maintenance Scheduling
Reminders
Reporting & Statistics
Search Functionality
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Features
4,5/5
Based on 56 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for IMS Platform

Additional information for IMS Platform

Key features of IMS Platform

  • Activity dashboard
  • Activity tracking
  • Asset budgeting
  • Asset management
  • Audit trail
  • CRM
  • Contact database
  • Contact history
  • Contact management
  • Critical date alerts
  • Customizable branding
  • Dashboard creation
  • Data visualization
  • Deal management
  • Distribution management
  • Document distribution
  • Document management
  • Document storage
  • Dynamic workflow
  • Electronic signature capture
  • Email notifications
  • Fee management
  • File sharing
  • Fund management
  • Graphical data presentation
  • Graphical workflow editor
  • Performance reports
  • Permission management
  • Real time notifications
  • Risk management
  • Secure data storage
  • Self service portal
  • Third party integration
  • Visual analytics
  • Workflow management

Benefits

  • Provide investors with tools such as the investor dashboard and investor self-service mobile apps for Android and iOS. Deliver dashboards to provide transparency into metrics such as performance, ownership percentages, distributions, and more.

  • Manage relationships with investors and stakeholders using IMS Platform’s in-built CRM. Benefit from a contact database, full interaction history, activity tracking, contact engagement reports, email tracking, and more.

  • Automate the distribution waterfall process by setting up workflows and defining distribution rules for waterfall calculations. All investment and waterfall data is provided in a single view, eliminating the need to manual entry.

  • Manage documents within the IMS Platform with the ability to securely store documents, share them with investors through the mobile portal, and setup permissions to control whether documents can be accessed by investors, or employees only.

  • Increase asset performance using data and analytics on revenue and expenses. Users can compare data for different properties and use this information to optimize property performance and identify opportunities.

  • IMS Platform FAQs

    IMS Platform FAQs

    Below are some frequently asked questions for IMS Platform.

    Q. What type of pricing plans does IMS Platform offer?

    IMS Platform offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Multiple plans are available for different business goals. Contact IMS for a pricing quote.

    Q. What are the main features of IMS Platform?

    IMS Platform offers the following features:

    • Activity dashboard
    • Activity tracking
    • Asset budgeting
    • Asset management
    • Audit trail
    • CRM
    • Contact database
    • Contact history
    • Contact management
    • Critical date alerts
    • Customizable branding
    • Dashboard creation
    • Data visualization
    • Deal management
    • Distribution management
    • Document distribution
    • Document management
    • Document storage
    • Dynamic workflow
    • Electronic signature capture
    • Email notifications
    • Fee management
    • File sharing
    • Fund management
    • Graphical data presentation
    • Graphical workflow editor
    • Performance reports
    • Permission management
    • Real time notifications
    • Risk management
    • Secure data storage
    • Self service portal
    • Third party integration
    • Visual analytics
    • Workflow management

    Q. Who are the typical users of IMS Platform?

    IMS Platform has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does IMS Platform support?

    IMS Platform supports the following languages:

    English

    Q. What type of pricing plans does IMS Platform offer?

    IMS Platform has the following pricing plans:

    Subscription

    Q. Does IMS Platform support mobile devices?

    IMS Platform supports the following devices:

    Android, iPhone

    Q. What other apps does IMS Platform integrate with?

    IMS Platform integrates with the following applications:

    DocuSign, Gmail, Google Analytics, Google Maps, Mailchimp, Microsoft Outlook, Rent Manager

    Q. What level of support does IMS Platform offer?

    IMS Platform offers the following support options:

    Phone Support, Online Support, Knowledge Base, Video Tutorials