- Fully integrated investment management and custody adminstration solution
- Full details of customer portfolios and available cash balances
- All transactions updated in real time giving instant access and reporting facilities to wealth managers
- Seamless order management including a fully global dealing service, trading in all assets classes giving fully compliant execution for single trades and bulk positions
- ISA plan managers with full administration support and the offer of full SIPP administration service via the AJ Bell Sippcentre platform
- Tailored reporting packages including fully compliant discretionary valuation, performance, CGT and tax year end reports
To find out more contact Bob Trew
IMAS Service for Wealth Managers
Our IMAS Service delivers a fully integrated investment management and custody administration solution that allows wealth managers to focus on delivering a high quality service to their clients without the distraction of the administration process.
IMAS delivers full details of customers' portfolios including available cash and fully integrates real time with our administration processing.
Our investment management tools allow bespoke modelling with asset allocation and exception reporting to rebalance and switch clients with full integration into order management and bulk dealing functionality.
As part of AJ Bell we offer full SIPP administration linked to the award winning Sippcentre platform. In addition, we are registered ISA plan managers and provide all the administration support from subscription through to reporting.
We help wealth managers deliver tailored packages including fully compliant discretionary valuation, performance, CGT and tax year end reporting packs.
IMAS Service overview