Blogs | IMSS

Nov 30, 20233 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 14, 20232 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...

Jul 17, 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 1, 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...

May 9, 20233 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...

Apr 26, 20231 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...

Mar 30, 20233 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 28, 20231 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 1, 20232 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...

Feb 23, 20231 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 14, 20232 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...

Aug 23, 20222 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...

Jun 29, 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...

Mar 2, 20223 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...

Sep 8, 20211 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,...

Aug 24, 20211 min read

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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