IMS is great for client communication and being able to provide clients with a "portal' to store their documents, uodates, reports, tax forms ect. IMS is packed with features and new releases come about every month or so.
What do you dislike?
IMS support is a difficult process. It usued to be full service support, but now it is put back on the customer to solve their own problems ever since the company's re-organization in early 2018.
Recommendations to others considering the product
IMS is a great platform for the money. They continue to release new features every month.
What business problems are you solving with the product? What benefits have you realized?
I work for a real estate investment firm. We use IMS for investor communication and also for uploading investor documents such as tax forms and signed documents.
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