Product Profile

IMSplus

Profile Software

First Release Date: 31.12.2002

Current Version: 2.6 - January 2016

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Language Support:

United KingdomFranceGermanyItalySpainRussiaPortugalAlbaniaSaudi ArabiaBulgariaCroatiaCzech Republic

Technology Category: Banking Alternative Finance Transaction Banking Management

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Product/Service Description

The IMSplus Investment Management platform (available on desktop, web and mobile) serves the BFSI industry with specialised solutions for each sector. IMSplus is built to offer flexibility and ease-of-use, fulfilling complex and evolving business requirements in the global Investment Management domain.IMSplus is an integrated, yet modular investment management platform that effectively supports the respective operations of any type of financial entity. Its range of advanced solutions serves: Wealth Management, Asset and Fund Management, Personal Banking and Brokerage, Custody, Insurance Investment Management and Family Offices. These solutions can be deployed as standalone installations or complement the institution’s existing infrastructure as there are ready-to-use interfaces to many 3rd party platforms and a flexible configuration is available to meet specific organizational needs.

Customer Overview

Total Number of customers 50+

Customer Size Large Enterprise , Medium , SMB

Customer Type Commercial Banks , Custodians , Fund Managers , Hedge Fund Administrators , Institutional Investors , Investment Banks , Investment Consultants/Independent Investors , Securities Lending & Financing Organizations

Target Market Africa , Asia , Europe , Global

Specific georgaphical coverage United Arab Emirates

Pricing Model Option A: Software License Term which includes Software License Fees, Implementation Services and Annual Maintenance & Support (20% on the Software License price) Option B: Annual Usage Term which includes an Annual Usage Fee and Implement.Services

Demo & Case Study Urls http://www.profilesw.com/en/imsplus.php

Features

Multi-entity design, accommodating international operational models with full support for local business processes
Full support for a wide set of instruments such as equities, bonds, funds, ETFs, term deposits, FX, derivatives, swaps, precious metals ,real estate and private equities
Powerful, multi-currency management and reporting
Multi-dimensional monitoring of performance, profitability and risk
Dynamic transaction toolkit, providing easy customisation and adaptability
Customer-centric philosophy with complete KYC and CRM tools compliant with local regulations
Automated workflow environment, contributing significantly to paperless operations, rapid information exchange and a 360° view of all system entities
Provision to serve clients over branches, call centers, the web and mobile devices

Benefits

Cost reduction and profitability margins optimisation
Close monitoring of all Investment Management operations and improved risk control
Empowerment of sales and fast new product launches across multiple domains and borders
Tailored services per client segment ensuring improved customer experience
Gradual deployment options for fast, low cost and risk-free projects
Rich functionality and state-of-the-art architecture securing scalability to meet any business change
Technology- and vendor-independent integration capability
Fast Return on Investment

Platform & Workflow

Server OS Windows 10 (Microsoft) , Windows 2000 Server/Advanced Server/Datacentre (Microsoft) , Windows Azure (Microsoft) , Windows Server , Windows Server 2003 R2 Standard/Enterprise/Datacentre/Web Server/Small Business (Microsoft) , Windows Server 2008 (Microsoft) , Windows Vista (Microsoft) , Windows XP (Microsoft)

Workstation OS Windows

Programming Language and API C++

SetUp and Installation Options on premises-hosted

Deployment Period 1-6 months depending on requirements

Reporting Capabilities Unlimited

Security Options Advanced

The product/service compliant with the following regulatory standards Specific requirements ranging from family office to private banking operations , MIFID

Additional comments it is a flexibile and customisable platform for the investment management domain and private/personal banking covering specific requirements ranging from family office to private banking operations