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Visibility That Drives Investor Opportunity

IMSS provides a simple solution to a complex problem

Our Data-Centrix technology ensures the accurate, complete, consistent & timely delivery of data to consultant databases globally

Equities
Property / Real Estate
Fixed Income
Commodities
Multi Asset /  Balanced
Other Alternatives
We support investment firms of all sizes, vehicle types and asset classes

What We Do

We help investment firms expand their database footprint to increase visibility and ensure greater access to investor search activity — driving more opportunities, with less effort and cost.

Boost Profile

Completion Rates

Average database completion rates range from 50-70%, limiting exposure to potential investors. IMSS clients achieve 90-100% completion across platforms, increasing visibility in consultant searches and improving access to institutional opportunities driven by data screening.

Establish Accurate and

Consistent Data

Time and resource constraints can result in reporting inconsistencies.  IMSS’s proprietary Data-Centrix technology proactively identifies and resolves potential issues - safeguarding your credibility and maximizing engagement.

Never Miss a
Deadline

Missing a single reporting deadline can result in lost visibility for an entire month. Our robust, automated workflows ensure your data is submitted on time, every time—keeping you front and center in consultant search activity.

Automated Data

Distribution

Optimize Resource

Allocation

Our Data-Centrix platform automates the end-to-end data distribution process, minimizing manual errors, improving efficiency, and ensuring seamless updates across all databases.

IMSS acts as an extension of your team.  Our deep industry experience and laser focus on client service, allows your team to focus on critical tasks like servicing your clients and continued asset growth.

How it Works

IMSS takes a very hands-on approach with each manager we work with to ensure a seamless transition to Data-Centrix and alleviates time and resources on managers with data reporting.

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Why IMSS

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Unmatched Client Support

Every client deserves and is assigned a dedicated Client Relationship Manager for hands-on support every step of the way.

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Long-Standing Consultant Relationships

Our years-long relationships with staff that are responsible for the oversight and management of each database provides our team with the unique ability to expedite and resolve issues quickly when they arise.

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Reduce Internal Burden

Your team should focus on raising assets, not managing data. IMSS streamlines reporting, saving time and easing resource constraints.

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Proven Industry Expertise

With over 30 years of combined experience, IMSS understands how data quality drives sales and marketing success. We tailor solutions to your firm's specific challenges—with precision and insight.

What Our Clients Say

"We were introduced to Trisha by a colleague who felt there could be synergy between our firms as service providers.  As Fund Administrators, we understand consultant databases provide an important platform for alternative investment funds to gain exposure to a broad array of end investors.  Trisha has a wealth of industry experience and knowledge in this segment of the industry and has provided our clients with an efficient process to streamline these efforts. We’re pleased to be a partner with IMSS to be able to offer our clients a range of asset classes with a straightforward, but effective, solution to this challenge."

Managing Partner - Fund Administrator

Schedule a Demo

Let us help you gain visibility, access new search activity, and uncover new opportunities.

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