IMSplus

IMSplus

Profile Software
+
+

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About

IMSplus is an award-winning Investment Management platform that incorporates a set of solutions targeted to Banking and Investment Management firms, packed with rich functionality and advanced technology. It can be deployed either as a stand-alone or as a seamlessly integrated platform for any organization’s Investment Management IT ecosystem. IMSplus is built to offer flexibility and ease of use, meeting complex and evolving business requirements in the global Investment Management arena. Close monitoring of all Investment Management operations and improved risk control. Tailored services per client segment ensuring improved customer experience. Rich functionality and state-of-the-art architecture securing scalability to meet any business change. Close monitoring of all Investment Management operations and improved risk control.

About

Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.

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

Banks looking for an Investment Management platform

Audience

Investment managers, investors, pre-seed startups, entrepreneurs

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

Pricing

No information available.
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • I recently used the services of Syndicately. Very solid platform. The interface is user-friendly and the features are comprehensive. Their customer service is responsive and helpful, making the overall experience smooth and reliable.
  • The speed and ease of Syndicate provides an incredible risk reduction around investing for the average investor like myself as well as investors that pool their capital to invest into deals. Worth the research!
  • Helps automate the entire process, multiple profiles setup, takes out the manual documentation process back and forth, integrates DocuSign for signing and TAX status registration, easily apply profiles to investment deals.
  • Investing on Sydicately is an effortless process. The platform is professionally designed and equipped with user friendly features. The software provides sophisticated investors with a seamless experience when participating on a Special Purpose Vehicle (SPV).
  • Easy to use. Professionalism of the highest degree. Everything processed in a timely fashion. The design of the website creates a sense of trust and it’s easy to use.

Cons

  • I did not experienced any big issues. For the questions I had I was able to get answers quickly.
  • Learning that there was a simple process that existed, I just did not know
  • They have a roadmap for adding bank wire details launching soon but integrations to banks for ACH is available today.
  • I have nothing negative to say about this platform or its software. The one question I had was responded to expeditiously by the support rep.
  • I didn’t experience any cons when using Syndicately.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Profile Software
Founded: 1993
United Kingdom
www.profilesw.com

Company Information

Syndicately
Founded: 2021
United States
www.Syndicately.com

Alternatives

Vestio

Vestio

IDS Fintech

Alternatives

FIN Global Portfolio System

FIN Global Portfolio System

Financial Information Network
Axia Suite

Axia Suite

Profile Software

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

Corda

Integrations

Corda
Claim IMSplus and update features and information
Claim IMSplus and update features and information
Claim Syndicately and update features and information
Claim Syndicately and update features and information