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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

IMSplus is a highly acclaimed platform for Investment Management that provides a variety of solutions specifically designed for Banking and Investment Management institutions, featuring robust capabilities and cutting-edge technology. It can function independently or integrate smoothly within an organization's Investment Management IT framework. The platform is designed to be flexible and user-friendly, adapting to the complex and dynamic demands of the global Investment Management sector. It ensures thorough oversight of all Investment Management activities while enhancing risk management. Additionally, it offers customized services for different client segments, leading to a better overall customer experience. With its extensive functionality and modern architecture, IMSplus guarantees scalability to accommodate any shifts in business needs, making it a crucial asset for financial firms. Furthermore, its ability to provide real-time insights aids in more informed decision-making.

Description

InveLedger is a sophisticated investment intelligence platform tailored for professional investors, such as private-equity firms, venture-capital teams, family offices, and institutional investors. It aggregates a wealth of data, including portfolio details, profiles of companies and investors, historical investment data, current market activity, and signals for potential opportunities. The platform is designed to facilitate a variety of workflows, such as assessing portfolio exposure, delving into company insights, tracking market trends, organizing essential documents, and accessing analytics that reveal significant relationships and patterns. Highlighted features encompass portfolio oversight, comprehensive investment summaries, detailed reporting, and valuable strategic insights. Additionally, its marketing materials showcase intuitive dashboard views that cover portfolios, documents, team collaborations, and investor discovery tools, with access to the full platform granted through vendor outreach. InveLedger is positioned as an evolving resource aimed at integrating investment data while enhancing research capabilities and informed decision-making processes for its users. The continuous development of its features reflects a commitment to meeting the dynamic needs of the investment community.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$2,799/6 months
The Essential plan is $2,799 per six months. The Professional plan is $4,999 per six months. Enterprise pricing is custom.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Profile Software

Founded

1993

Country

United Kingdom

Website

www.profilesw.com

Vendor Details

Company Name

inveledger Global

Founded

2016

Country

United States

Website

www.inveledger.com

Product Features

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities Yes 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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