Capital IQ is a market intelligence software solution offered by S&P Global Market Intelligence, which is the result of McGraw Hill Financial's acquisition of SNL Financial.
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IMS Platform
Score 9.0 out of 10
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Investor Management Services (IMS) headquartered in Charlotte offers the IMS Platform, an investor relations management platform that provides a more transparent reporting and documenting process for investors, with distribution workflow and waterfall calculator as well as waterfall audit.
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Pricing
S&P Capital IQ
IMS Platform
Editions & Modules
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Offerings
Pricing Offerings
S&P Capital IQ
IMS Platform
Free Trial
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No
Free/Freemium Version
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No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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More Pricing Information
Community Pulse
S&P Capital IQ
IMS Platform
Features
S&P Capital IQ
IMS Platform
Financial Research
Comparison of Financial Research features of Product A and Product B
Best in class tool to source financial data from public companies. Great integration with Excel. Must-have tool for anyone performing financial analysis on a regular basis. Easy to use interface with excellent product support to answer questions about functionality and capabilities. Tool has continued to grow in features over the years and expect to continue in the future.
In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process
Sources. In Bloomberg, when you click on a figure anywhere it leads you to the source. That is a great feature, as in finance everything has to be backed with the original source.
Cannot always find the needed information, the menu is too complex.
While Bloomberg has a much more comprehensive view of the markets and typically has more up-to-date information in terms of overall news, Cap IQ is easier to integrate into existing financial models, and the formula builder included with the Excel plugin makes it easy to pull relevant financial data as well as update it based on a specific time frame.
We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors
The breadth and depth of the company's financial data set are what sets it apart as the finest in the industry.
Having the ability to pay the monthly fee online is a major benefit. Neither is it very high, but I wouldn't characterize it as low, either. It's quite economical.
Data quality and accuracy are what set it apart from competitors.
