IMS

IMS

RealPage
+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • DoorLoop
    966 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Sharesight
    541 Ratings
    Visit Website
  • B2i
    2 Ratings
    Visit Website
  • BoldTrail
    2,095 Ratings
    Visit Website
  • Rent Manager
    966 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • eToro
    30,846 Ratings
    Visit Website
  • NaviPlan
    Visit Website

About

Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information.

About

When financial advisors aren't afraid to talk about risk, investors aren’t afraid to make the right decisions. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Gone are the days of stereotyping investors with subjective semantics based on their age. It's time to act in the best interests of investors and prove it quantitatively. Risk Assessments pinpoint exactly how much risk an investor wants — eliminating the stereotypes that have made risk tolerance all but useless. Use the leading scientific framework to objectively pinpoint an investor’s Risk Number®, whether you’re across the room or across the world. Portfolio analysis empowers you to assess how much risk an investor currently has.

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

Investment management software for real estate firms who manage outside investors and want to out-maneuver the market

Audience

Financial institutions looking for a risk management system

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

$250 per month
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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

RealPage
Founded: 2015
United States
www.investormanagementservices.com

Company Information

Riskalyze
Founded: 2011
United States
www.riskalyze.com

Alternatives

Alternatives

AOPAY

AOPAY

AOPAY Technology
Backstop

Backstop

Backstop Solutions Group
Diversiview

Diversiview

LENSELL
Allvue

Allvue

Allvue Systems

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

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Asset-Map
Blueleaf
CircleBlack
Co-Pilot
E*TRADE
Fidelity
Google Analytics
Microsoft Outlook
MoneyGuide
Moneytree
Orion
Redtail CRM
Rocket Data Replicate & Sync
SmartOffice
SmartOffice
SuiteSpot
TD Ameritrade
Vyzer
Yodlee
Zapier

Integrations

Asset-Map
Blueleaf
CircleBlack
Co-Pilot
E*TRADE
Fidelity
Google Analytics
Microsoft Outlook
MoneyGuide
Moneytree
Orion
Redtail CRM
Rocket Data Replicate & Sync
SmartOffice
SmartOffice
SuiteSpot
TD Ameritrade
Vyzer
Yodlee
Zapier
Claim IMS and update features and information
Claim IMS and update features and information
Claim Riskalyze and update features and information
Claim Riskalyze and update features and information