SOLUTION PROVIDER OF THE WEEK
IMVS
Overview

IMVS has experience of a wide range of financial services organisations and provides products and services from partial to total solutions.

Our systems development team has a vast amount of experience in providing asset/wealth management solutions. We are proud of our relationships with each of our customers and our advanced technology allows us to tailor our products to meet their specific software needs. The members of our business team are experienced practitioners and consultants within the industry and provide assistance and guidance to ensure that best practices are established, not just during implementation, but throughout the lifetime of the relationship. Our technical team understand and advise on all operational and IT requirements, including hardware, networking and websites.

In short, IMVS is a business solutions provider not just a product provider.
Solution provider FACTFILE
Established
2000


Global Headquarters
Birmingham, United Kingdom


Website


Company Size
11-50 employees


Target Clients
Asset Managers
TWM Marketplace

TWM Business Need categories
  • Business Intelligence & Practice Management
  • Business Process Management & Outsourcing
  • Client Communications & Reporting
  • Client Engagement & Management
  • Client Onboarding & Identity Verification
  • Compliance & Regulation
  • Data Management & Analysis
  • Digital Platforms & Tools
  • Document Management & Storage
  • Portfolio Build, Analysis & Reporting
  • Portfolio & Wealth Management Systems
  • Trading & Back Office

Relevant Regions
Western Europe
IMVS solutions

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.

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.
Highlight - latest CONTENT
Blog: Using technology to engage with clients: The view from IMVS (part 1) - market view. CLICK HERE

Blog: Using technology to engage with clients: The view from IMVS (part 2) - their solution offering. CLICK HERE

5QW: WealthTech Views: Looking into 2020 with IMVS. CLICK HERE
Highlight - recent VIDEOS
MICM is designed to produce reports and alerts surrounding exceptions and key performance indicators (KPIs). MICM allows specific reports or alerts to be sent to users, but if no action is taken or the incident persists these alerts can be escalated to a supervisor or compliance.

Click HERE or on the image to watch the video.

RECENT TWM REPORTS

The Wealth Mosaic ('TWM') is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, TWM’s marketplace directory consists of over five thousand solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. 

For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business.

For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business.

You can contact us at The Wealth Mosaic on office@thewealthmosaic.com