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  • 4.8 / 5.0 (2263)
    21+ References
  • 4.7 / 5.0 (2649)
    39+ References
  • 4.8 / 5.0 (629)
    19+ References

Investor Management Services Case Studies

  • IMS clients will process over 84,000 K-1s this tax season. Let our platform do the heavy lifting for you. Don’t take our word for it, see what our clients have to say!

  • Foulger-Pratt, used IMS to deliver a consistent and personalized investor experience at scale without having to grow their team

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  • CrowdStreet
    Reference Rating
    4.8 / 5.0
    Customer References 21 total
    About

    CrowdStreet's Marketplace provides accredited investors with direct access to institutional-quality real estate investment opportunities operated by best-in-class firms. CrowdStreet's Sponsor Direct, is a private-label, SaaS solution which provides investment firms …

  • Enlighted
    Reference Rating
    4.7 / 5.0
    Customer References 39 total
    About

    Enlighted is a leading proptech provider of IoT solutions at the intersection of people, space, and work. They offer a unique combination of cognitive environmental IoT sensors and lighting controls …

  • InvestNext
    Reference Rating
    4.8 / 5.0
    Customer References 19 total
    About

    InvestNext believe that real estate is more than just an investment asset class. It’s the fabric of their society and communities, where people live, work, and build their futures. Their …

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