New Account Opening Process for SMA

The Investment Information Management System (IIMS) is a solution for the Separately Managed Accounts industry to help with automating and streamlining new account processing, account maintenance, compliance, reconciliation, trading and marketing.

 IIMS Value Proposition:

• Increase automation and operational efficiency with respect to opening new accounts, maintaining and reconciling managed accounts
• Promotes error avoidance
• Expedites compliance in the quality control of New Accounts.
• Shortens time from New Account set-up to trading.

 IIMS Key Features:

• Proven in-production solution with built in security.
• Fully functional, deployable, in-production APL module.
• Ability to link to additional external industry systems such as CRM, Portfolio and Accounting.  
• Automated workflow with multiple views.
• Rules-based, eForm solution which is tightly integrated.
• Fully functional Outlook Integration module.
• Flexible reporting capabilities.
• Very rapid deployment.
• Integrates, paper, fax and eDocuments.
• Built on Hyland Software’s Onbase® Content Management Enterprise-wide platform.
• Hosted solution options are now available.

IIMS can be used as the starting point for other applications in your enterprise-wide ECM solution.  We created a similar system for Rorer Asset Management. Read the Rorer Case Study.

IIMS is upgradeable and additional options are available. View the IIMS Overview PDF flyer.

Don't think you can afford your own system? Do you think outsourcing is your only other option? IIMS can be implemented as a hosted solution. This means that the software and servers are maintained by a third party and you take care of your business, not the IT infrastructure. View the Hosted Solution flyer.

The Money Management Institute awarded Imaging Solutions, Inc. its Best in Show at 2003 Managed Account Solutions Conference. Read the Press Release.

Read PDF files with Acrobat Reader. Get it here for FREE!