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

Investors, consultants or fund managers looking for a software solution to the due diligence and monitoring of asset and fund managers

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

No information available.
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

Dasseti
Founded: 2018
United States
www.dasseti.com

Company Information

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

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
Mobius Wealth

Mobius Wealth

Profile Software
Fusion Invest

Fusion Invest

Finastra
Axys

Axys

SS&C Advent

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Microsoft Outlook
Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Word
Preqin
Tableau

Integrations

Microsoft Outlook
Amazon Web Services (AWS)
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Word
Preqin
Tableau
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Claim Dasseti and update features and information
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