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Allocating Resources Where They Count
At IMSS, we believe in getting the most ROI when working with clients. It is essential, especially for smaller firms, to allocate their...
Mar 14, 20242 min read

Increasing visibility: How consultant database reporting can impact a manager’s visibility to search activity
Managers are often challenged with the demands of consultant database population due to a lack of internal resources to complete this...
Mar 8, 20244 min read

IMSS Partners with Leading Fund Administrator, EFSI
IMSS, a leading provider of end-to-end consultant database reporting solutions, has partnered with leading fund administrator, Essential...
Mar 6, 20241 min read

Standing out from the crowd: 7 ways to effectively market your strategies and reach your goals
As a manager, your success hinges not only on the strength of your strategies but also on how effectively you communicate and market them...
Feb 29, 20243 min read

IMSS: A small firm with a big impact
Patricia O'Donnell, formerly Sandoz, founded IMSS in 2017 to meet a growing segment of the investment industry where managers often fall...
Jan 25, 20243 min read

Accurate & Consistent Reporting: Avoiding costly mistakes that can impact raising AUM
In an industry that relies heavily on data to support decision-making, accurate and consistent reporting in consultant databases is vital...
Nov 30, 20233 min read

Outsourcing database population: Understanding the benefits while saving time and money
The decision to buy or build software solutions is a conundrum that has plagued businesses since the dawn of the digital era. While...
Nov 14, 20232 min read


Scaling Your Business with IMSS: Leveraging Technology for Growth
In today's fast-paced and highly competitive business landscape, scaling your firm is not just a goal, but a necessity for long-term...
Jul 17, 20232 min read

Driving Innovation: How IMSS-LLC is Revolutionizing Consultant Database Reporting
In today's rapidly evolving business landscape, staying ahead of the competition requires innovation and the ability to leverage...
Jul 1, 20232 min read

Consultant Database Population – The Benefits of Automation
As managers seek to raise assets, one area critical to that process is reporting to consultant databases to gain access to investor...
May 9, 20233 min read

Consultant Database Reporting Challenges
At IMSS we are experts in consultant database reporting so our CEO, Trisha Sandoz, was excited to write this article - "Consultant...
Apr 26, 20231 min read


Overwhelmed by Database Reporting? Data-Centrix Can Help!
In this increasingly fast-paced tech and data-driven world, the key to investment managers raising assets rely heavily on data...
Mar 30, 20233 min read

Building A Fund Marketing Strategy For 2023
Looking to improve your fund marketing strategy in 2023? Check out this must-read blog post from DiligenceVault! Discover tips, tricks,...
Mar 28, 20231 min read


The Importance of High Completion Rates in Consultant Databases
Accurate manager profiles are critical. Inaccurate or not up-to-date profiles will cause managers to miss inclusion in investor search...
Mar 1, 20232 min read


Welcome to Our New Team Members!
IMSS has built its foundation for success around a strong client-centered approach to what we do. We believe we are only as strong as...
Feb 23, 20231 min read

Ensuring Accurate, Complete, Consistent, & Timely Delivery of Data to the Financial Services Market
Consultants and investors rely on manager data to make informed decisions, from managing risk to evaluating investment opportunities. For...
Feb 14, 20232 min read


How Will 2022 Database Changes Affect You?
While change is always a constant in the world of consultant databases, 2022 was a particularly notable year with huge transitions...
Aug 23, 20222 min read

Zephyr’s PSN SMA Data Group Partners With IMSS Providing A Turnkey Data Management Solution
BOSTON, Massachusetts, June 29, 2022 – Investment Management Support Solutions LLC (IMSS) has announced a partnership with Zephyr, a...
Jun 29, 20222 min read

Kicking Off Women's History Month With An Interview With IMSS CEO, Trisha Sandoz
Tell me about your professional journey and what led you to founding IMSS. In 1996, I met my first boss at a bar...literally! I worked...
Mar 2, 20223 min read

The Role of Automation
Automation provides consistent, efficient, and timely data delivery. However, it is in the integration of automation with hands-on,...
Sep 8, 20211 min read
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