IMiX

IMiX

Investment Software Group
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About

Better reporting, billing & invoicing, trading and rebalancing, client engagement, business intelligence and financial data processing for wealth managers. Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market. Get simple, customizable insights that impress, on both the assets you manage and the business you run. Deepen relationships with clients and prospects and communicate critical information in a way everyone can understand. Save time and gain efficiencies with automated delivery, billing and account maintenance that puts you back in the driver's seat.

About

IMiX is a comprehensive front-to-back wealth management platform designed to help financial institutions manage the entire investment management lifecycle from a single cloud-based solution. The platform supports multi-currency, multi-asset, and multi-tenant operations while providing real-time connectivity across investment and client management processes. It offers digital client onboarding capabilities with customizable workflows, KYC and AML checks, and lifecycle management tools that streamline client acquisition and servicing. IMiX includes portfolio management, rebalancing, trade order management, compliance monitoring, performance measurement, and reporting functionalities. The platform also supports taxation, transaction processing, settlement management, reconciliation, and corporate action handling to improve operational efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to improve their reporting, billing & invoicing, trading and rebalancing processes

Audience

Wealth management firms, investment managers, financial advisors, private banks, asset management companies, and financial institutions seeking a comprehensive platform for investment operations, portfolio management, compliance, and client lifecycle management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$195.00/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Blueleaf
www.blueleaf.com

Company Information

Investment Software Group
Founded: 2008
United Kingdom
www.investmentsoftwareltd.com/imix

Alternatives

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Third Financial

Third Financial

Third Financial Software
Pacer

Pacer

SS&C Technologies

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Everysk
MoneyGuide
Nitrogen
RightCapital
Riskalyze

Integrations

Everysk
MoneyGuide
Nitrogen
RightCapital
Riskalyze
Claim Blueleaf and update features and information
Claim Blueleaf and update features and information
Claim IMiX and update features and information
Claim IMiX and update features and information