Glossary of IMS Terms
Automated Clearing House (ACH) is an electronic method of making distribution batch transactions.
IMS Locations - Entities/Bank Accounts, Contacts/Bank Accounts
A project asset is any object that is managed by, and contributes signif...
IMS Onboarding FAQ
Do I need to own the domain that we use for IMS?
Yes (typically), we offer a White Label Service for IMS's Portal. So, you will need to own the domain we use when branding your IMS Portal. We can but it's not recommended use your companyname.ims...
IMS University (IMSU) is a multipart series that serves as an introduction on how to navigate the IMS Platform and utilize some of our new platform features.
Click here to sign up for IMS University!
Not new to IMS? This can also be used as a refr...
Mobile App Overview
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, anytim...