iPM Portal

iPM Portal

INDATA AI
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Client-centric advisors requiring a solution to improve their client-facing activities, manage assets, and track portfolios

Audience

Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CircleBlack
Founded: 2013
United States
www.circleblack.com

Company Information

INDATA AI
United Kingdom
www.indataipm.com/portfolio-management-software/

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

PriceMetrix

PriceMetrix

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Mobius Wealth

Mobius Wealth

Profile Software
SIMON

SIMON

SIMON Markets
Axys

Axys

SS&C Advent
FactSet

FactSet

FactSet Research Systems

Categories

Categories

Integrations

Microsoft Outlook
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Integrations

Microsoft Outlook
Dropbox
Envestnet Portal
Google Drive
Microsoft Excel
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox
Claim CircleBlack and update features and information
Claim CircleBlack and update features and information
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