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IMS Platform

Score9 out of 10

1 Reviews and Ratings

What is IMS Platform?

IMS Platform is a cloud-based, fully integrated software designed to provide end-to-end solutions for real estate investment management. This platform offers various tools such as automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements aimed at helping investors increase transparency and engagement. The platform also provides mobile applications for Android and iOS devices that enable investors to access their dashboard metrics such as performance data, ownership percentages, distributions, among others.

One of the key features of IMS Platform is its in-built CRM system developed explicitly for real estate firms seeking efficient ways of managing relationships with their stakeholders. With the contact database feature embedded in the CRM system, users can track interactions' history with each stakeholder through activity tracking reports and engage them via email communications. Additionally, IMS Platform automates the distribution waterfall process efficiently by setting up workflows and defining distribution rules for accurate calculations eliminating manual entry mistakes; therefore providing revenue transparency.

Moreover, IMS Platform's document sharing module allows users to manage documents securely while simplifying collaboration between teams and facilitating sharing documents seamlessly with investors through a mobile portal set-up permission controls limiting unauthorized access. Finally, users can benefit from advanced analytics available on the platform allowing them to compare data across different properties or portfolios comprehensively enabling prompt identification opportunities optimizing asset performance through actionable insights provided by powerful analytical tools.

Categories & Use Cases

Solid solution for investor management

Pros

  • Investor Management
  • K-1 Distribution
  • New Investment Pages
  • Clear Dashboards
  • Customer Support

Cons

  • Confusing UI (Hard to Use)
  • Implementation Issues
  • Missing Functionality

Return on Investment

  • Increased investor acquisition
  • Increase investor engagement
  • Saved significant time in managing investor
  • Massive time savings in K-1 distribution
  • High quality investor reporting system

Other Software Used

Asana