Investors are increasingly using smartphones and tablets to get the data they need to understand their investment performance - across all investments in their portfolio. IMS has developed a mobile application to provide the data they need, anytime, and everywhere and the best mobile experience.

IMS is the first Investor Management Platform with a native mobile application. Investors simply download the application and sign in to see project information, performance, and documents. Investors are able to access the deal room for document sharing, including K-1 and project information as well. Both Android and iOS devices, including iPhones, are supported.

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Benefits to using the mobile app include:

  • Saving time and resources by reducing support time for support related information
  • Heightened investor trust and transparency with the sophistication and technology of larger companies
  • No additional logins and passwords to remember and easy to download from the Apple App Store or Google Play Store. Simply search for "Investor Management Services" and follow the download instructions.


To have this feature enabled for your organization please contact Support at

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