Since 1994, IMiX’s management team have over 25 years of software development success within Wealth Management.

Wealth | Investment | Fund | Asset Management | Private Banks





IMiX is an end-to-end web based Investment Management platform with a multi-asset, multi-currency and multi-company tier system which combines a range of dynamic tools and services designed to analyse and master the complexity of Investment Management.

Investment Software Ltd has produced an application whose focus is to remain the leading end-to-end solution in its class. We launched IMiX in 2010 and we now have over 170 clients. We continuously welcome new clients to our platform which further enhances our development and solutions ecosystem.




We pride ourselves on our customer service skills and have dedicated business analysts available to assist you every step of the way.

Being flexible is a necessity in order to fulfil your evolving business requirements. We understand that there may be times where you require something out of the ordinary at very short notice. We promise to use all the resources at our disposal to meet those requirements.

Our delivery record is second-to-none due to our agile environment. We believe we can successfully deliver on projects quicker than the industry norm.

Since 1995, we have been producing and implementing market-leading software. IMiX has moved quickly from a Front office solution to providing end-to-end functionality and now has over 170 clients in the Wealth, Investment and Fund Management industries.

We like to work closely with our clients, building strong and lasting relationships. When we understand and share the same values and ambitions of our clients we can become an integral part of our client’s team.


  • Web (Client) Portal
  • Client Lifecycle Management
  • Portfolio Modelling & Rebalancing (Asset Allocation)
  • ESG considerations
  • Order Management with multiple interfaces
  • Pre and Post Trade Compliance
  • Real time Performance Measurement
  • Comprehensive Reporting Suite
  • Capital Gains Tax
  • Income Tax
  • ISA Reporting
  • Excess Reportable Income
  • Consolidated Tax Voucher
  • MIFID II compatible
  • Fee Calculation and Reporting
  • Settlement Processing
  • Corporate Actions Processing

               OTHER IMiX FEATURES:

• Coded in house from ground up          
• Scalable
• Multi company (tenant) structure in its design
• Focused functionality within an end-to-end solution
• Service orientated
• Predominantly referral led marketing and Business Development
• Focus on being the best at what we do
• Client and product focused user groups 


We would be delighted to demonstrate IMiX at your convenience.
Give us a call or fill in the quick form below to arrange a meeting...
    +44 (0) 1934 429 922
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