I.M.S.

InContact is the industry's first real-time, fully integrated, web-enabled Front Office solution for money management firms. InContact integrates comprehensive Customer Relationship Management (CRM) functionality along with client-centric portfolio management, including live holdings, live trading blotter views and all performance/client statement/billing reports.

With InContact, all of your mission critical data is placed in the hands of the people who need it the most, whether they are marketing, client services, portfolio management, administration, or trading. This significantly streamlines the way a firm operates, eliminating unnecessary overhead and routine tasks while allowing each user to focus on their primary job, growing assets and providing better service to clients. Management can also monitor and evaluate the effectiveness of each part of the organization using InContact.