Key Benefits

Isis Financial Systems – A capable partner with over $100B in assets managed.

Improved Operating Efficiencies – Make portfolio management decisions quickly without leaving the core application by using IMS’ integrated portfolio-management tools, such as Positions Workshop, Compliance Manager, performance measurement and yield-curve analysis. Significantly reduce the number of spreadsheets in use.

Improved Accuracy – Improved accuracy begins with full real-time accounting, proper audit controls, strong security, and flexible reporting, built into a single application.

Improved Customer Service – Respond quickly to customer requests for information using IMS’ integrated performance tools and powerful reporting capabilities. Create ad hoc reports on the spot, including performance measurement for any time frame, formatted as required. IMS will meet the most demanding reporting requirements.

Lower Total Cost of Ownership – IMS offers its customers more product for less money. Some competitive out-of-the-box solutions may be priced less; however, when one considers the staffing requirement savings, improved efficiencies, greater accuracy and reliability, and additional services and future upgrades, IMS often has a significantly lower total cost of ownership than our competitors.

Common User Interface: IMS’ well-designed user interface enables users to learn the application easily and efficiently. With common screens, risk, training time, and operator error are reduced significantly. Our integrated help screens create a quick learning curve.

• Enter securities quickly and then trade directly from the same setup screen.
• Create sophisticated and simple queries with ease.
• Turn IMS reports into MS Word, Excel, PDF, e-mail or Crystal Reports formats.
• Right-click on any data line in a report to create a new transaction with the appropriate data fields already filled in, or to view that item in detail.

Set up batch trades and automatic rebalancing with ease.