Overall Overall, I am satisfied, but some times it would be nice if I was able to call the IMS help desk person if an issue is emailed back and forth several times. I feel like I cannot always get my questions across and the IMS help desk either doesn't understand my question or I can't understand their response.

Excellent service and support Their Knowledge Center is full of helpful information and provides a lot of self-help resources. Whenever we had follow-up questions, we would reach out to our implementation consultant, and we always knew they would reply promptly. We've been really impressed with their service and support.

The onboarding process is clear The onboarding process is clear. It's extremely helpful to have a champion on the company-side of things to manage the workflow...we didn't do a good enough job of that, but IMS was always there to help keep us on track

Great platform Great platform. Implementation and customer service professionals are extremely helpful and offer impressive turnaround and solutions.

I love working with IMS! I love working with IMS! They have made my life easier and have given me an instant increase in credibility. My Investors love the platform and are engaging with it and using it frequently. I also love that I can invite investors to invest from my iphone if I am on the road and store all the signed documents online. Finally, any time I need some help or advice, I just call Justin and the data team always has my back.