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IMiX is a front to middle office web based Investment Management platform with a multi-asset, multi-currency and multi-company tier system.

IMiX was launched in 2010, initially with Seven Investment Management and since then we have acquired a further 13 clients.

Key Features

  • Rebalancing
  • Modelling
  • Asset Allocation
  • Order Management
  • Performance Measurement and reporting
  • Client Reporting
  • Web Portal
  • Pre trade compliance
  • Contact Management
  • Capital Gain Tax

Key Benefits

A major USP is the Service Level methodology applied to clients and the view of our clients being long term partners in helping to grow IMiX to fulfil all their business requirements. We pride ourselves on our unparalleled service levels and our ability to deal with client requests quicker than anyone else in the market.

IMiX is a web-based application and is therefore simple to deploy, can be hosted internally or externally and can be accessed from anywhere using a web browser. We are Microsoft partners and all are software products are continually evolving to adapt to changing market conditions.

Other key features of IMiX include multi-tenant structure with ring-fencing of information and established two-way interfaces to various back office systems and order execution providers such as Bloomberg, HSBC-Fast, Calastone, EMX, Pershing and Northern Trust.

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Wealth Managers
Geographic Availability
Asset Class Coverage
Bonds, Equities, Exchange Traded Derivatives, Foreign Exchange (FX), Funds, Structured Products