Contact; ... WE ARE AN INVESTMENT FIRM DEDICATED TO INVESTING IN SUSTAINABLE COMPANIES THAT PROVIDE GOODS AND SERVICES CONSISTENT WITH A LOW-CARBON, PROSPEROUS, EQUITABLE, HEALTHY AND SAFE SOCIETY. A tri-annual global publication covering hot topics of interest to Investment Management professionals. As we have moved farther along, the staff has continued to been pleasurable to work with. The tools and partnership with IMS has helped us streamline our syndication process and provide a tool that distinguishes us and improve our brand within our community of investors and partners and we look forward to our continued success.”, “Our experience working with IMS has been great so far. Sales – (704) 248-2609 Contact Us Investor Dashboards & Reporting Our investment operations network seamlessly connects BNY Mellon’s investment services with the industry’s best-of-breed integrations—offering you a resilient, scalable, plug-and-play solution. Technological innovations and shifting investor preferences are changing the operating environment for investment management firms. Please see www.deloitte.com/about to learn more. Real Estate Waterfall Banking & Capital Markets DTTL does not provide services to clients. Real Estate CRM Software Raleigh, NC 27607, West Coast Office These companies are located in Baltimore MD, Boston MA, Dallas TX, Lake Mary FL, New York NY, Olympia WA, Plantation FL, and Wilmington DE. Shifting buyer behaviors, disruptive technologies, and fiduciary-driven regulations are changing the asset management industry. As global leaders in providing services to the investment management industry, Deloitte’s investment management practice provides global resources and capabilities with a local presence, resulting in a clear understanding of each client’s specific market and way of doing business. The OCC safeguards a diverse banking system that makes financial services accessible to underserved consumers and communities. What IMS has brought to the table is far and above any other platform we’ve seen in the market. For information, contact Deloitte Touche Tohmatsu Limited. Investment Management As global leaders in providing services to the investment management industry, Deloitte’s investment management practice provides global resources and capabilities with a local presence, resulting in a clear understanding of each client’s specific market and way of doing business. Customer Support – support@imscre.com, Charlotte, NC Office (Headquarters) Investment management has largely evolved with increasing client expectations and the demand for personalized customer experiences. With a broader, deeper and more comprehensive platform, we connect you to a robust investment ecosystem that supports your business at every stage. Without a database, we would have been stuck in such slow processes and unable to expand to a larger pool of investors.”, “IMS has become an integral part of our investor relationship building strategy. With automation and service externalization, firms are forced to differentiate on high‐quality, process execution, and tailored advice. The OCC's chartering and licensing activities ensure that the corporate structures of banks are safe and sound. 225 Liberty Street, New York, NY 10286. Generation Investment Management LLP: Long-term investing, integrated sustainability research, and client alignment. info@imscre.com Charlotte, NC 28217, Raleigh, NC Office The Registered Agent on file for this company is Bny Investment Management Services LLC and is located at Attn: Bny Mellon Legal Dept. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities (collectively, the “Deloitte organization”). “The IMS platform has been a tremendous value-add for our business to help us better communicate with our investors and provide a valuable platform that allows us to manage our data. Real estate investment management software that offers innovative features including: waterfall distributions, CRM, investor portal & investor statements.

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