News | IMSS

Transforming a Boutique Firm’s Process

In the competitive Institutional marketplace, accurate, consistent, and timely data reporting is crucial to firms seeking to grow aum. ...

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...

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

The Role of Automation

Automation provides consistent, efficient, and timely data delivery. However, it is in the integration of automation with hands-on,...

IMSS is Growing!

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...

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