Working at a start up requires everyone to bring their A-game to work everyday and work together to come up with new ideas and ways of solving problems. Investor Management Services (IMS) is the leading investor management platform. - It is what you make of it. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards , CRM , Document Sharing , and Investor … Our investors love it and doing distributions and reporting is 10x easier than it was before. It was a good process. - Professional Development We have received positive feedback from our investors and have had a strongly positive experience with IMS. The privately held companys corporate headquarters are in Boston, and it has 10 regional offices and more than 190 investor centers located across the U.S. My implementation experience was very enjoyable. 8 Questions You Should Absolutely Ask An Interviewer, "Great Place to Work, Unmatched Transparency from Leadership", "A great place to grow alongside a growing industry! ... a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. High fees: With fees starting at 2% for its investment management programs, Wells Fargo Wealth Management fees are higher than the industry average of … I appreciate that we have checks in with our managers weekly or bi-weekly where we can bring up if we are stuck on projects or find new creative projects to work on. Even working in essentially a lead-gen role, I have bi-weekly set meetings with our CFO to discuss my development, direction/health of the company and just life in general. The company serves individuals, businesses and advisors. Highly recommend. Glassdoor will not work properly unless browser cookie support is enabled. The automated management system will buy … The Registered … Our implementation manager, Alex Martin, worked with us from beginning to end to consolidate and upload our investment data onto the online portal in an efficient and fluid process. Please let us know of we can be of assistance to you or your investors in the future! his is a startup, so do your own due diligence and make sure you can handle it. Nobody is going to hold your hand; you're an adult and will be treated as such. I truly appreciate the opportunities that we have for personal growth here at IMS. - Industry experience. I will definitely recommend IMS to other sponsors going forward. We are so excited to roll IMS out to our investor group. Thank you so much for your review Rhonda, we look forward to continuing to work together with you and your firm! So far my experience with IMS as a sponsor has been fantastic. The leadership is incredible, with the CEO , and CRO working in the offices right next to the sales floor. Overall a great platform and a great team behind it. She did a wonderful job walking me through the system and making sure I had all the resources that I would need. They will give you the tools to succeed, it's up to you to use them. Bridgett was extremely helpful, patient, and friendly! Servicing a broad spectrum of investor profiles, Fidelity Investments offers low … We've been really impressed with their service … You will be treated as a well-respected member of the team instead of simply an employee number with a cold-dial count. I have worked for larger organizations in various roles and found the IMS leadership and co-workers as a whole refreshing, with a real desire to build a company with impact, quality and longevity in mind. IMS also has an extensive resource library that can answer nearly every question. The transparency and access to leadership is the highlight of my time thus far at IMS. © 2020 Trustpilot, Inc. All rights reserved. IMS has an amazing team. If high recognition is important to you, IMS takes lots of steps to make sure you feel appreciated, valued, and recognized for your hard work. This will replace the current featured review for targeted profile. Seemingly limitless potential and a truly outstanding management team. Excellent Platform! The company's filing status is listed as Expired and its File Number is 588638-0142. Copyright © 2008–2020, Glassdoor, Inc. 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Fidelity Investments. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Analytics.Founded by Rob Finlay in collaboration with growth equity investor, Summit Partners, Investor Management Services … Features and Services. IMS has been more than accommodating. Great perks: flexible schedule, ability to work remote, casual work environment, new office space, Friday lunches, work hard/play hard philosophy, and a great culture with a team who drives events and camaraderie! We have had a number of hiccups (on our side-of-the-house) and IMS has maintained pace with us. We are very glad to hear your experience thus far has been smooth and we look forward to continuing to work with you and your investors! We appreciate your partnership and look forward to continuing to serve you in the future! With over 600 clients across 35 countries, Navatar combines workflows for investor relations, deal management… Vanguard Personal Advisor Services Review ... with limits that target minimum and maximum cash held aside in the investment account. Please let us know how we can be of assistance to you in the future! In a week I went from kickoff meeting to opening my offering and being fully subscribed before the weekend was over. She also had no problem jumping in handling tasks when it was clear we did not have the manpower to complete. Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. SunTrust Bank Investment Advisors Review. It will completely transform our investor experience. The on-boarding team has been absolutely wonderful making me aware of all of the great tools IMS has to offer and helping me increase my productivity because of their platform! Are you sure you want to replace it? Thank you so much for your review, we look forward to working together in the future. Overall a fun place to work. TaQuila Wilson demonstrated extensive knowledge of Product. Thanks so much for your feedback about our onboarding process! The service’s $5,000 minimum investment requirement puts it at the higher end among peers, but its 0.30% management fee is competitive. We are thrilled to hear your experience with Hannah was great and we look forward to working with you as you continue to promote deals on the platform! Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. This is not the place come 'cruise' through a job. Low minimum investment requirement: With the barrier to entry set at $2,500 for the Unified Portfolio, RBC Wealth Management’s services are available to a broad audience. The main focus of this top investment management company is on helping investors … Ta'Quila helped walk me through implementation and was very patient when we didn't meet our deadlines. Lots of functionality and customization paired with a user friendly interface. I have been working at Investor Management Services full-time for less than a year. All around a great experience and a very friendly team. How prepared you are for that is up to you. A look at the 10 most common investment scams out there, from Ponzi/pyramid schemes and life settlements to potentially shady annuity sales. Personally I haven’t had any negative experiences, but coping with a fast paced ever changing software could be stressful to some. This is great place to grow both personally and professionally at a pace that cannot be achieved elsewhere. I cannot say enough about how well IMS treats its employees and how great it has been to work here. She knew every answer and was very fast with her responses when I had questions. Brad was super helpful along the way. - Senior Management Avantax Advisory Services, registered in 1987, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 2,488 advisors. The company's filing status is listed as Current-Active and its File Number is 1449620. But if you want some, or all of your portfolio professionally managed, they also provide portfolio advisory services, wealth management… Not really a con to me but maybe to others, IMS has high expectations of it's employees and does expect you to delivery high quality work. Voya Investment Management Co. was founded in 1972 as Aetna Capital Management, Inc., which later became ING U.S. Investment Management before transitioning to its current name in 2014. Great platform. Love the platform, can't wait to start adding more deals and promote future deals through it. Their team did a great job answering all of my questions and getting back to me with answers they didn't know. All of these companies have large customer base, and offer full spectrum of brokerage services. Charlotte, NC: Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced plans for the commercial real estate industry's first investor management … What management fees does Fidelity Investment Advisor charge? Thank you for your review, we are thrilled to hear your onboarding experience was great, led by TaQuila! Wells Fargo Wealth Management’s downsides. After a few negative experiences w/other SAAS providers in the triangle area, IMS has been an incredible breath of fresh air that has positively benefited not only my professional life but my personal life as well. Glassdoor has 30 Investor Management Services reviews submitted anonymously by Investor Management Services employees. Large array of services… Implementation and customer service professionals are extremely helpful and offer impressive turnaround and solutions. New office location is next to a bunch of breweries and Southend. When examining the top investment management companies, below are the factors which led us to rank FutureAdvisor among the best online investing sites. My analyst, Danielle Neely, was knowledgeable, patient and helpful. Thanks so much for your review Nick! If you’ve spent much time on investment sites, you’ve no doubt heard of Fisher Investments or at least its founder, Ken Fisher. There are literally no limits to develop and growth, including across teams and departments. We are thrilled to hear of your experience with Bridgett, we agree, she is pretty awesome! Knightstone Capital Management Review of IMS. Here’s Exactly What to Write to Get Top Dollar, How To Follow Up After an Interview (With Templates! Hope the buyout doesn’t ruin it. RBC Wealth Management’s highlights. IMS is a fast paced, high growth business, but the culture is wonderful. Are you sure you want to remove this review from being featured for targeted profile? Hannah was amazing! We are thrilled to hear your success with Ta'Quila and Bridgett, we agree and think they are pretty great! Navatar is ta financial services cloud software of choice for alternative asset, asset management and wealth management firms from the company of the same name in New York. At Invesco, we're dedicated to delivering an investment experience that helps you get more out of life. Great product. http://glassdoor.com/slink.htm?key=vMg4J, IMS Announces CRE Industry’s First Investor Management Conference http://glassdoor.com/slink.htm?key=vMEcl. Investor Management Services (IMS) is the first investor experience platform for commercial real estate firms to engage their investors and manage assets. We are delighted to announce that IMS has been acquired by RealPage®! Prudential Investment Management Services Read 35 Reviews Prudential sells life insurance and annuities and offers investment management accounts for retirement and income goals. Due to the growth demands of IMS you are going to be expected to perform sooner rather than later. Uploading and integrating the investment data is time-consuming, but the end product for investors is a clean and highly navigable dashboard interface that is simultaneously informative and simple. Thank you for your review! For up-to-date information, please see the profile. The leadership usually does a great job of weeding out these people out early in the interview process. I worked at Investor Management Services full-time for more than a year, Friendly office, supportive supervisor and staff. Thank you so much for your thorough review! It is important for you be self-driven as management will trust you to perform without constant oversight. Please let us know how we can continue to support you! The Registered Agent … We look forward to working with you on future capital raises. Investor Management Software Real Estate Waterfall Investor Dashboards & Reporting Real Estate CRM Software Real Estate Syndication Technology Real Estate Document Management . If you are confused or stuck on a project, it's your responsibility to use your internal resources or speak up and ask for help, people won't come to you and say 'you look stuck'. We encourage prospective customers to read detailed reviews … The company is part of a large network of financial services … Incredibly smart and technical people that have a passion for FinTech and CRE. Great mentorship and camaraderie amongst team members. We look forward to delivering top customer service and a cutting edge platform! We are thrilled to hear your experience has been great so far and we look forward to partnering with you in the future! The IMSU is a tremendous resource and help while implementing the platform. Like any startup environment, things can shift fairly quickly. We have had a fantastic experience thus far. Coming from finance, it's also been fun to work side-by-side with the developers and allowed me to learn the operations of a fintech company, while also getting exposure to CRE and PE. Love this platform. Thank you so much for your feedback and review working with Danielle. The annual management fee is 0.30 percent of AUM with a $50,000 … As of January 12, 2018, the firm managed over $100 billion in assets for more … Investor Management Services is now part of RealPage. Jackie Hizzey, CFO MainStreet Property Group LLC. Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management… Excellent on boarding process with great resources. Personal responsibility plays a big part at this company and while I personally view this as a Pro, some may find trouble in this type of environment. Learn how to enable cookies. Fidelity Investment Advisor charges an annual management fee that starts at 0.35% and ranges up to 1.50%. I have been working at Investor Management Services full-time. Management fees, also known as maintenance fees, cover the operating costs of investment … Their Knowledge Center is full of helpful information and provides a lot of self-help resources. I have greatly enjoyed working for IMS. Fidelity Investments is a multinational financial services company that's been in business for more than 70 years. We worked with Danielle Neely who kept us on track and really managed the implementation process. Also, the compensation is very appealing. Since IMS keeps it's teams pretty lean, each role is essentially irreplaceable and i'm not afraid that someone is going to let me go behind my back which I was worried about working for a start up (heard horror stories of other start up environments). I love that if I done with my projects for the day at 4:45, I dont have to sit in my chair and 'look busy' for another 15 minutes before I am allowed to leave; IMS trusts it's employees to be adults. Thank you so much of your review of our resources and support you've received as a customer thus far. Our comprehensive range of high-conviction investment capabilities is designed to help you build … Very well planned implementation. Really enjoy the people and the ability to have an actual impact on the direction and vision of a company. ), 7 of the Best Situational Interview Questions. That is so wonderful to hear how much your investors are enjoying their new portal. We look forward to working together in the future! Investor Management Services, LLC is a North Carolina Limited-Liability Company filed on June 3, 2015. The implementation process, driven by Hannah Prager, was straightforward and with her help I was able to get up and running in just a couple of days. We look forward to serving you as a customer and please let us know how we can be of assistance to you! For more information about the acquisition, please review the official press release. Avantax Advisory Services manages $25.7 billion and provides investment advisory services … Thank you for the kind words, we appreciate hearing how we have assisted you and your onboarding. We've been really impressed with their service and support. IMS has cultivated a culture of positivity and excellent top-down communication. Read employee reviews and ratings on Glassdoor to decide if Investor Management Services is right for you. Original review: Nov. 26, 2020 ... Get buying tips about Automated Investment Services delivered to your inbox. Excellent service and support Their Knowledge Center is full of helpful information and provides a lot of self-help resources. Investors Management Services is an Utah Corporation - Domestic - Profit filed on January 29, 1963. ", "High-Growth Company that is Making a Market in CRE". Next in the top 10 investment firms list are well known names in the brokerage industry: Etrade, Vanguard, and Merrill Edge. You can really tell they are investing in you personally and professionally. Thanks for sharing your feedback with us! The investment company ratings are based on a Consumer Reports' 2017 survey of 46,274 CR members reporting on 61,893 investment firms. 55 Investors Group Reviews and Complaints @ Pissed Consumer Joe McLean, Carolina Capital Real Estate Partners. I have been highly impressed with both Alex's and the technical team's customer service, professionalism and wider knowledge of the investment industry. Bridgett was also very helpful. - Atmosphere Very friendly staff who is always willing to help. How to Answer: What Are Your Strengths and Weaknesses? This place will breed you into a lethal salesperson if you put in the work and learn the industry. Investor Management Services… Charlotte, NC: Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced plans for the commercial real estate industry's first investor management conference. Some things we have to learn/develop/build as we go and I have found that kind of pressure is not for everyone. Danielle did an excellent job driving the process, keeping us on track when we started to drift. Excellent opportunity to learn the ins and outs of commercial real estate and a very unique platform, all alongside team members that truly want you to do well. As one of the world’s largest investment brokerages, Fidelity offers investors comprehensive self-directed investment tools. I love working for a company where everyone is ambitious and motivated to see the company succeed. Your response will be removed from the review – this cannot be undone. Thank you for such a detailed review, we are thrilled to hear your experience with IMS has been successful! IMS is attacking a niche part of the CRE/PE market, so like any early-stage company, there are hurdles and sometimes a lack of clear structure as the market is constantly evolving, but I have seen significant improvements in our ability to pivot with the tides, so just encourage the firm to stay at it. IMS has become the cornerstone of our investor experience. 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