Transform investment data into actionable portfolio intelligence.
A centralized investment portfolio management platform for organizations and professional investors managing investments across multiple assets, brokers, accounts and portfolios.
A single source of truth for every investment
IMA brings fragmented investment information into a single source of truth, providing clear visibility into portfolio value, performance, returns, dividends, capital gains and investment activity.
With automated calculations, real-time portfolio insights, professional reporting, multi-account management, performance analytics and comprehensive audit trails, IMA reduces spreadsheet dependency and the effort involved in consolidating and analyzing investment data.
Everything you need to manage portfolios with confidence
Automated calculations
Portfolio value, returns, dividends and capital gains calculated automatically.
Real-time portfolio insights
Clear, up-to-date visibility into portfolio value and performance.
Professional reporting
Board-ready reports without manual consolidation.
Multi-account management
Manage investments across multiple assets, brokers, accounts and portfolios.
Performance analytics
Understand what’s driving returns across every portfolio.
Comprehensive audit trails
Every transaction tracked for governance and control.
See your portfolios clearly
Built for professional investors
IMA enables investment teams to manage their portfolios with greater visibility, control, governance and confidence.
- Investment managers
- Wealth managers
- Family offices
- Corporate treasury teams
- Holding companies
- High-net-worth investors
One Platform. Every Investment. Complete Visibility.
See how IMA can bring all your investments into one place.
Request a Demo