How to Answer: What Are Your Strengths and Weaknesses? Next in the top 10 investment firms list are well known names in the brokerage industry: Etrade, Vanguard, and Merrill Edge. IMS has cultivated a culture of positivity and excellent top-down communication. When examining the top investment management companies, below are the factors which led us to rank FutureAdvisor among the best online investing sites. It will completely transform our investor experience. Cetera Advisors, registered in 1988, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 1,027 advisors. The Registered … 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. Incredibly smart and technical people that have a passion for FinTech and CRE. Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management… Bridgett was also very helpful. The automated management system will buy … This will replace the current featured review for targeted profile. There are literally no limits to develop and growth, including across teams and departments. 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 … Very friendly staff who is always willing to help. Investor Management Software Real Estate Waterfall Investor Dashboards & Reporting Real Estate CRM Software Real Estate Syndication Technology Real Estate Document Management . 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. Highly recommend. The company serves individuals, businesses and advisors. 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. As of January 12, 2018, the firm managed over $100 billion in assets for more … Investor Management Services (IMS) is the leading investor management platform. Thank you for your review, we are thrilled to hear your onboarding experience was great, led by TaQuila! This place will breed you into a lethal salesperson if you put in the work and learn the industry. 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. We are so excited to roll IMS out to our investor group. Their team did a great job answering all of my questions and getting back to me with answers they didn't know. Thank you for the kind words, we appreciate hearing how we have assisted you and your onboarding. 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. 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. Really enjoy the people and the ability to have an actual impact on the direction and vision of a company. Some things we have to learn/develop/build as we go and I have found that kind of pressure is not for everyone. We look forward to serving you as a customer and please let us know how we can be of assistance to you! IMS is a fast paced, high growth business, but the culture is wonderful. For more information about the acquisition, please review the official press release. I truly appreciate the opportunities that we have for personal growth here at IMS. 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. SunTrust Bank Investment Advisors Review. All around a great experience and a very friendly team. Management fees, also known as maintenance fees, cover the operating costs of investment … Glassdoor will not work properly unless browser cookie support is enabled. Please let us know of we can be of assistance to you or your investors in the future! Investors Management Services is an Utah Corporation - Domestic - Profit filed on January 29, 1963. Investor Management Services is now part of RealPage. Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. 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. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards , CRM , Document Sharing , and Investor … © 2020 Trustpilot, Inc. All rights reserved. Thank you so much for your review, we look forward to working together in the future. Love this platform. 55 Investors Group Reviews and Complaints @ Pissed Consumer I have greatly enjoyed working for IMS. Prudential Investment Management Services Read 35 Reviews Prudential sells life insurance and annuities and offers investment management accounts for retirement and income goals. Thank you so much of your review of our resources and support you've received as a customer thus far. 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! Personally I haven’t had any negative experiences, but coping with a fast paced ever changing software could be stressful to some. 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! New office location is next to a bunch of breweries and Southend. I worked at Investor Management Services full-time for more than a year, Friendly office, supportive supervisor and staff. - Atmosphere My analyst, Danielle Neely, was knowledgeable, patient and helpful. Overall a great platform and a great team behind it. IMS has been more than accommodating. ), 7 of the Best Situational Interview Questions. Ta'Quila helped walk me through implementation and was very patient when we didn't meet our deadlines. Read employee reviews and ratings on Glassdoor to decide if Investor Management Services is right for you. The investment company ratings are based on a Consumer Reports' 2017 survey of 46,274 CR members reporting on 61,893 investment firms. We have received positive feedback from our investors and have had a strongly positive experience with IMS. Original review: Nov. 26, 2020 ... Get buying tips about Automated Investment Services delivered to your inbox. Vanguard Personal Advisor Services Review ... with limits that target minimum and maximum cash held aside in the investment account. We are thrilled to hear of your experience with Bridgett, we agree, she is pretty awesome! RBC Wealth Management’s highlights. Features and Services. Fidelity Investments is a multinational financial services company that's been in business for more than 70 years. Investor Management Services… Brad was super helpful along the way. 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. We look forward to delivering top customer service and a cutting edge platform! Seemingly limitless potential and a truly outstanding management team. If you’ve spent much time on investment sites, you’ve no doubt heard of Fisher Investments or at least its founder, Ken Fisher. 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. Copyright © 2008–2020, Glassdoor, Inc. 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I have been working at Investor Management Services full-time for less than a year. Also, the compensation is very appealing. We appreciate your partnership and look forward to continuing to serve you in the future! 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. Great product. Implementation and customer service professionals are extremely helpful and offer impressive turnaround and solutions. The main focus of this top investment management company is on helping investors … We are thrilled to hear your experience has been great so far and we look forward to partnering with you in the future! 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. Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. Thank you for such a detailed review, we are thrilled to hear your experience with IMS has been successful! My implementation experience was very enjoyable. Nobody is going to hold your hand; you're an adult and will be treated as such. We've been really impressed with their service and support. 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 also has an extensive resource library that can answer nearly every question. TaQuila Wilson demonstrated extensive knowledge of Product. In a week I went from kickoff meeting to opening my offering and being fully subscribed before the weekend was over. She did a wonderful job walking me through the system and making sure I had all the resources that I would need. We look forward to working together in the future! Excellent service and support Their Knowledge Center is full of helpful information and provides a lot of self-help resources. The service’s $5,000 minimum investment requirement puts it at the higher end among peers, but its 0.30% management fee is competitive. IMS has an amazing team. She also had no problem jumping in handling tasks when it was clear we did not have the manpower to complete. The company's filing status is listed as Expired and its File Number is 588638-0142. Servicing a broad spectrum of investor profiles, Fidelity Investments offers low … Are you sure you want to remove this review from being featured for targeted profile? - Senior Management The IMSU is a tremendous resource and help while implementing the platform. Bridgett was extremely helpful, patient, and friendly! It was a good process. You will be treated as a well-respected member of the team instead of simply an employee number with a cold-dial count. Joe McLean, Carolina Capital Real Estate Partners. Thanks for sharing your feedback with us! Due to the growth demands of IMS you are going to be expected to perform sooner rather than later. This is great place to grow both personally and professionally at a pace that cannot be achieved elsewhere. Investor Management Services, LLC is a North Carolina Limited-Liability Company filed on June 3, 2015. What management fees does Fidelity Investment Advisor charge? The annual management fee is 0.30 percent of AUM with a $50,000 … Our comprehensive range of high-conviction investment capabilities is designed to help you build … Thanks so much for your feedback about our onboarding process! Thank you for your review! 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). 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