Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • RealCISO Reviews & Ratings
    221 Ratings
    Company Website
  • ShareCRM Reviews & Ratings
    68 Ratings
    Company Website
  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • Native Teams Reviews & Ratings
    630 Ratings
    Company Website
  • PBXware Reviews & Ratings
    39 Ratings
    Company Website
  • Addigy Reviews & Ratings
    261 Ratings
  • Remote People Reviews & Ratings
    493 Ratings
    Company Website
  • StackAI Reviews & Ratings
    53 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website

What is IMiX?

IMiX is an enterprise-grade wealth management platform that delivers a complete front-to-back office solution for investment firms, wealth managers, asset managers, and financial advisory organizations. Built as a scalable Software-as-a-Service platform hosted securely in the cloud, IMiX supports multi-currency, multi-asset, and multi-tenant investment environments while maintaining real-time connectivity across all operational functions. The platform provides end-to-end client lifecycle management, including digital onboarding, customizable workflows, customer due diligence, KYC verification, AML compliance checks, and ongoing relationship management. Investment management capabilities include portfolio construction, portfolio rebalancing, trade order management, pre-trade and post-trade compliance monitoring, performance measurement, and comprehensive portfolio reporting. Financial professionals gain access to detailed dashboards that provide visibility into client portfolios, asset allocations, transaction histories, investment performance, and operational activities. The platform also supports critical back-office functions such as taxation management, transaction processing, settlement administration, corporate action processing, reconciliation workflows, and regulatory reporting requirements. Execution-only portal functionality and mobile application support enhance accessibility and client engagement across multiple channels. Automated reporting tools and customer communication features help firms deliver timely information while reducing manual administrative effort. Designed to accommodate growing businesses and complex investment structures, IMiX combines operational flexibility, compliance management, portfolio oversight, and client servicing capabilities within a single integrated environment.

What is Evooq?

Boosting client satisfaction while achieving exceptional business outcomes is our primary focus. We customize our investments to align with the distinct requirements and desires of each client. Our commitment to providing remarkable and scalable services extends across both discretionary and advisory mandates. Clients benefit from essential expertise and advanced technological resources without the complications of ownership. Our support is comprehensive, extending from the onboarding phase through to daily operations. We equip financial professionals with investment technologies and services engineered to significantly ease their responsibilities. At its core, investment management is about guiding clients' funds to help them fulfill their aspirations, and we prioritize keeping that process straightforward. Evooq collaborates with wealth and asset managers to refine their offerings and optimize operations, which empowers them to achieve better results for their clients and their own businesses. Based in Switzerland, we work alongside wealth and asset management firms worldwide, ensuring they possess the necessary tools and support to succeed in a competitive environment. Our dedication lies in continuously innovating and adapting to the changing demands of our partners, allowing us to remain at the forefront of the industry. Ultimately, we believe that by fostering strong relationships and understanding client needs, we can drive sustainable success for all stakeholders involved.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Investment Software Group

Date Founded

2008

Company Location

United Kingdom

Company Website

www.investmentsoftwareltd.com/imix

Company Facts

Organization Name

Evooq

Company Location

Switzerland

Company Website

www.evooq.ch/

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.
MoneyWare Reviews & Ratings

MoneyWare

Miles Software (EbixCash)
Third Financial Reviews & Ratings

Third Financial

Third Financial Software
SOLIAM Reviews & Ratings

SOLIAM

VERMEG
Pacer Reviews & Ratings

Pacer

SS&C Technologies
M2Advisor Reviews & Ratings

M2Advisor

M2Wealth