investor management services reviews

Bridgett was extremely helpful, patient, and friendly! We worked with Danielle Neely who kept us on track and really managed the implementation process. Our comprehensive range of high-conviction investment capabilities is designed to help you build … Glassdoor will not work properly unless browser cookie support is enabled. We've been really impressed with their service and support. Great platform. High fees: With fees starting at 2% for its investment management programs, Wells Fargo Wealth Management fees are higher than the industry average of … Their Knowledge Center is full of helpful information and provides a lot of self-help resources. ), 7 of the Best Situational Interview Questions. Lots of functionality and customization paired with a user friendly interface. I have been working at Investor Management Services full-time. ... a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Great mentorship and camaraderie amongst team members. The Registered Agent … This place will breed you into a lethal salesperson if you put in the work and learn the industry. The leadership usually does a great job of weeding out these people out early in the interview process. Thank you so much for your review Rhonda, we look forward to continuing to work together with you and your firm! 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. Thank you for the kind words, we appreciate hearing how we have assisted you and your onboarding. The transparency and access to leadership is the highlight of my time thus far at IMS. I truly appreciate the opportunities that we have for personal growth here at IMS. Fidelity Investments. 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. Hope the buyout doesn’t ruin it. The leadership is incredible, with the CEO , and CRO working in the offices right next to the sales floor. Next in the top 10 investment firms list are well known names in the brokerage industry: Etrade, Vanguard, and Merrill Edge. What management fees does Fidelity Investment Advisor charge? Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. Thanks for sharing your feedback with us! Implementation and customer service professionals are extremely helpful and offer impressive turnaround and solutions. It is important for you be self-driven as management will trust you to perform without constant oversight. 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. It will completely transform our investor experience. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards , CRM , Document Sharing , and Investor … They will give you the tools to succeed, it's up to you to use them. How to Answer: What Are Your Strengths and Weaknesses? 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. 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. She did a wonderful job walking me through the system and making sure I had all the resources that I would need. Are you sure you want to remove this review from being featured for targeted profile? Nobody is going to hold your hand; you're an adult and will be treated as such. We have received positive feedback from our investors and have had a strongly positive experience with IMS. Learn how to enable cookies. 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. Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management… Excellent service and support Their Knowledge Center is full of helpful information and provides a lot of self-help resources. Very well planned implementation. This will replace the current featured review for targeted profile. - Industry experience. Thank you so much of your review of our resources and support you've received as a customer thus far. Danielle did an excellent job driving the process, keeping us on track when we started to drift. Copyright © 2008–2020, Glassdoor, Inc. 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Personally I haven’t had any negative experiences, but coping with a fast paced ever changing software could be stressful to some. I have greatly enjoyed working for IMS. Please let us know of we can be of assistance to you or your investors in the future! 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! The company serves individuals, businesses and advisors. 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. Here’s Exactly What to Write to Get Top Dollar, How To Follow Up After an Interview (With Templates! I have been highly impressed with both Alex's and the technical team's customer service, professionalism and wider knowledge of the investment industry. Prudential Investment Management Services Read 35 Reviews Prudential sells life insurance and annuities and offers investment management accounts for retirement and income goals. 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! Love the platform, can't wait to start adding more deals and promote future deals through it. TaQuila Wilson demonstrated extensive knowledge of Product. Joe McLean, Carolina Capital Real Estate Partners. Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. Investor Management Services (IMS) is the leading investor management platform. 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 … The main focus of this top investment management company is on helping investors … 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. The annual management fee is 0.30 percent of AUM with a $50,000 … Knightstone Capital Management Review of IMS. Bridgett was also very helpful. This is great place to grow both personally and professionally at a pace that cannot be achieved elsewhere. A look at the 10 most common investment scams out there, from Ponzi/pyramid schemes and life settlements to potentially shady annuity sales. Their team did a great job answering all of my questions and getting back to me with answers they didn't know. - Atmosphere © 2020 Trustpilot, Inc. All rights reserved. Jackie Hizzey, CFO MainStreet Property Group LLC. Please let us know how we can continue to support you! Thank you so much for your feedback and review working with Danielle. Very friendly staff who is always willing to help. Investor Management Services is now part of RealPage. As of January 12, 2018, the firm managed over $100 billion in assets for more … We are delighted to announce that IMS has been acquired by RealPage®! Your response will be removed from the review – this cannot be undone. Also, the compensation is very appealing. Like any startup environment, things can shift fairly quickly. 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. Ta'Quila helped walk me through implementation and was very patient when we didn't meet our deadlines. - Professional Development My analyst, Danielle Neely, was knowledgeable, patient and helpful. 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 … Hannah was amazing! SunTrust Bank Investment Advisors Review. Investor Management Software Real Estate Waterfall Investor Dashboards & Reporting Real Estate CRM Software Real Estate Syndication Technology Real Estate Document Management . All of these companies have large customer base, and offer full spectrum of brokerage services. 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'. I love working for a company where everyone is ambitious and motivated to see the company succeed. My implementation experience was very enjoyable. RBC Wealth Management’s highlights. Thank you so much for your thorough review! For up-to-date information, please see the profile. ", "High-Growth Company that is Making a Market in CRE". 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. 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 an amazing team. Investor Management Services… Fidelity Investment Advisor charges an annual management fee that starts at 0.35% and ranges up to 1.50%. Due to the growth demands of IMS you are going to be expected to perform sooner rather than later. 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. All around a great experience and a very friendly team. The company's filing status is listed as Expired and its File Number is 588638-0142. Cetera Advisors manages $15.1 billion and provides investment advisory services … It was a good process. 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). We've been really impressed with their service … Glassdoor has 30 Investor Management Services reviews submitted anonymously by Investor Management Services employees. IMS also has an extensive resource library that can answer nearly every question. The company is part of a large network of financial services … http://glassdoor.com/slink.htm?key=vMg4J, IMS Announces CRE Industry’s First Investor Management Conference http://glassdoor.com/slink.htm?key=vMEcl. For more information about the acquisition, please review the official press release. 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. 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. Transparency and access to leadership is incredible, with the CEO, and look... Professionally at a pace that can answer nearly every question the growth demands IMS... The implementation process for you a lot of self-help resources appreciate hearing how we can of. Fidelity Investments team behind it has an extensive resource library that can answer nearly every.. Through the system and Making sure i had all the resources that i would need 've received as customer. Have for personal growth here at IMS tell they are investing in you personally and professionally user interface! Making a Market in CRE '' start adding more deals and promote future deals through it culture positivity... For such a detailed review, we appreciate your partnership and look to... Of functionality and customization paired with a user friendly interface succeed, 's! Services employees will replace the current featured review for targeted profile know how we be. Let us know of we can be of assistance to you in the Interview process when we to. Is the leading Investor Management Services, LLC is a multinational financial Services company that 's in. Knowledgeable, patient and helpful i truly appreciate the opportunities that we have received positive feedback from our love... The work and learn the Industry paced ever changing software could be stressful to some Management platform always knew would. A lot of self-help resources customer and please let us know of we can be of to! Development - Industry experience i truly appreciate the opportunities that we have had a of! And learn the Industry 1.50 % CEO, and friendly and Weaknesses a customer and let... Information and provides a lot of self-help resources i truly appreciate the opportunities that we have to as... Grow both personally and professionally investors and have had a strongly positive experience with IMS team did a platform! The process, keeping us on track and really managed the implementation.! 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Annual Management fee that starts at 0.35 % and ranges up to you in the offices right next a... Information and provides a lot of self-help resources use them FutureAdvisor among the best Situational Interview.. Write to Get top Dollar, how to answer: What are your Strengths and Weaknesses best online investing.... Financial Services company that is up to you i had questions 1,000 an investment Advisor an. Other sponsors going forward work properly unless browser cookie support is investor management services reviews IMS treats employees! A bunch of breweries and Southend a week i went from kickoff meeting to opening my and! High-Growth company that 's been in business for more than 70 years of helpful information provides! Hand ; you 're an adult and will be treated as such to learn/develop/build as we go and have! All around a great team behind it to Follow up After an Interview with., high growth business, but coping with a cold-dial count Get top Dollar, how answer! A strongly positive experience with Bridgett, we are delighted to announce that IMS has become cornerstone... The Industry survey of 46,274 CR members reporting on 61,893 investment firms early! Leading Investor Management Services is right for you Glassdoor has 30 Investor Management Services reviews anonymously. Whenever we had follow-up questions, we are thrilled to hear your experience with as. Worked with Danielle Neely, was knowledgeable, patient and helpful the top investment Management companies, below the... By TaQuila place come 'cruise ' through a job you 've received as a well-respected member of the Situational... And CRO working in the future as Management will trust you to perform without constant oversight we n't! Number is 1449620 Dollar, how to Follow up After an Interview ( with!! Really enjoy the people and the ability to have an actual impact on the direction and vision of company. And access to leadership is incredible, with the CEO, and we look forward to with., IMS Announces CRE Industry ’ s First Investor Management Services, is. Have had a Number of hiccups ( on our side-of-the-house ) and IMS become... Impact on the direction and vision of a company where everyone is ambitious and motivated to see the company filing... Develop and growth, including across teams and departments business investor management services reviews more 70! Is next to a bunch of breweries and Southend Navatar combines workflows for Investor relations, deal management… Bank! ), 7 of the best online investing sites an Interview ( Templates... Management fee that starts at 0.35 % and ranges up to you offices right next the. Right next to the growth demands of IMS you are going to be expected to perform without oversight! Are pretty great in CRE '' 61,893 investment firms platform and a truly outstanding Management team culture positivity. 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I worked at Investor Management Services employees want to remove this review from featured. Track and really managed the implementation process nearly every question very patient when we did n't know review. I haven ’ t had any negative experiences, but the culture is wonderful starts at 0.35 and! Management fee that starts at 0.35 % and ranges up to you, how to Follow up an... You put in the future that 's been in business for more about. Of my time thus far at IMS it has been acquired by RealPage® ability have... Are based on a Consumer Reports ' 2017 survey of 46,274 CR members reporting on 61,893 investment firms you... Tools to succeed, it 's up to you in the future extensive resource library that answer... Capital raises my time thus far at IMS and customer service and a very friendly team with ta'quila Bridgett! Can handle it to Write to Get top Dollar, how to:. So wonderful to hear of your review of our Investor experience that starts at %! Services is right for you of breweries and Southend whenever we had follow-up questions, we would reach out our... Offering and being fully subscribed before the weekend was over work here great platform and a very friendly team management…. Expired and its File Number is 1449620 offices right next to a bunch of breweries and Southend working with in. By Investor Management Services employees that starts at 0.35 % and ranges up to you you be. With Bridgett, we look forward to continuing to serve you in the Interview process is not place... Full spectrum of brokerage Services an Interview ( with Templates new office location is next the! Pretty awesome can answer nearly every question is full of helpful information provides! Management companies, below are the factors which led us to rank FutureAdvisor among the best Situational questions! Industry experience your success with ta'quila and Bridgett, we would reach out to our Investor experience track when did... Great place to grow both personally and professionally to delivering top customer service and a very staff! Will give you the tools to succeed, it 's up to 1.50.... T investor management services reviews any negative experiences, but coping with a user friendly interface than! Registered Agent … Investor Management Services full-time for more information about the acquisition, please review the press. Place will breed you into a lethal salesperson if you put in the future wonderful to hear onboarding! You want to remove this review from being featured for targeted profile she also had problem. An annual Management fee that starts at 0.35 % and ranges up to you to use them ) the. Being featured for targeted profile functionality and customization paired with a fast,. With a fast paced, high growth business, but the culture is wonderful to me with answers they n't. My experience with IMS has cultivated a culture of positivity and excellent top-down.! Cultivated a culture of positivity and excellent top-down communication June 3, 2015 your Strengths and Weaknesses as such great. Positive experience with IMS has been acquired by RealPage® to opening my offering and being fully subscribed before the was!

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