IMiX

IMiX

Investment Software Group
Pacer

Pacer

SS&C Technologies
+
+

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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.

About

Pacer® is a multi-currency portfolio management solution designed for global investment managers with large transaction volumes, serving predominantly global institutional or private clients. It gives you a comprehensive, integrated platform for managing securities, transactions, positions, cash, income, corporate actions, and all record keeping. With global multi-currency capabilities, you can track transactions and portfolios and re-value in any currency. Pacer simplifies and accelerates even the most challenging global portfolio accounting processes. Comprehensive portfolio accounting: Manage your portfolios with a proven solution that meets all of the needs of your business streams. Real-time data: Gain timely access to worldwide securities data via the SS&C-owned Securities Valuation Corporation (SVC). Robust web-based reporting: Get real-time portfolio data anywhere with browser access. Cost-effective, scalable architecture.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Audience

Global investment managers in need of a portfolio management solution

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

SS&C Technologies
Founded: 1986
United States
www.ssctech.com/solutions/products-a-to-z/pacer

Alternatives

Alternatives

Geneva

Geneva

SS&C Advent
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
IMiX

IMiX

Investment Software Group
Third Financial

Third Financial

Third Financial Software
Pacer

Pacer

SS&C Technologies
Asseta

Asseta

Asseta.ai
Troika Accounting

Troika Accounting

thewealthworks

Categories

Wealth Management Supported

Categories

Trust Accounting Supported
Wealth Management Supported

Integrations

Desktop.com Not Supported
Totality Not Supported

Integrations

Desktop.com Supported
Totality Supported
Claim IMiX and update features and information
Claim IMiX and update features and information
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Claim Pacer and update features and information