As a manager, your success hinges not only on the strength of your strategies but also on how effectively you communicate and market them...

Patricia O'Donnell, formerly Sandoz, founded IMSS in 2017 to meet a growing segment of the  investment industry where managers often fall...

In an industry that relies heavily on data to support decision-making, accurate and consistent reporting in consultant databases is vital...

The decision to buy or build software solutions is a conundrum that has plagued businesses since the dawn of the digital era. While...

In today's fast-paced and highly competitive business landscape, scaling your firm is not just a goal, but a necessity for long-term...

In today's rapidly evolving business landscape, staying ahead of the competition requires innovation and the ability to leverage...

As managers seek to raise assets, one area critical to that process is reporting to consultant databases to gain access to investor...

At IMSS we are experts in consultant database reporting so our CEO, Trisha Sandoz, was excited to write this article - "Consultant...

In this increasingly fast-paced tech and data-driven world, the key to investment managers raising assets rely heavily on data...

Looking to improve your fund marketing strategy in 2023? Check out this must-read blog post from DiligenceVault! Discover tips, tricks,...

Accurate manager profiles are critical. Inaccurate or not up-to-date profiles will cause managers to miss inclusion in investor search...

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...

Consultants and investors rely on manager data to make informed decisions, from managing risk to evaluating investment opportunities. For...

While change is always a constant in the world of consultant databases, 2022 was a particularly notable year with huge transitions...

BOSTON, Massachusetts, June 29, 2022 – Investment Management Support Solutions LLC (IMSS) has announced a partnership with Zephyr, a...

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...

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

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...