iPM Portal

iPM Portal

INDATA AI
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About

External data is the next frontier of business impact, powering competitive advantages across industries, but businesses struggle with the complexity of implementation. Demyst provides the end-to-end tools you need to discover, onboard, and ingest the right external data, with our experts working closely with you every step of the way. Browse and instantly deploy the right data from Demyst’s catalog of data sources, or our expert team will recommend and onboard something new for you from any external data provider around the globe. Demyst's data provider certification program means we procure and diligence data for your use, all covered under our contract. Demyst removes the "compliance versus speed" trade-off, performing ongoing legal, privacy and security due diligence for your safe and compliant data access, whilst typically onboarding new data in 4 weeks or less. Demyst performs the last mile. Deploy and monitor the data you need with consistently formatted APIs or files.

About

iPM Portal integrates portfolio management software as well as CRM functions, providing users with a holistic view of portfolio information including performing analytics and contact information for portfolios, accounts, and composites. Our wealth management reporting software portal also includes external client access features that provide a cutting-edge digital experience for the end client. Wealth management software with customizable dashboards for individual, customized, or aggregate-level accounts. Portfolio management and investment reporting software. Portfolio onboarding features and software for investment management. Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc. (investment manager software). The client portal provides a secure and insightful window for clients to view their account information. Provides a web-based, external access view of account information, reporting, transactions, and documents.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises searching for a solution to centralize and manage all their external data needs

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

Demyst
United States
demyst.com

Company Information

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

Alternatives

Alternatives

Axys

Axys

SS&C Advent
Mobius Wealth

Mobius Wealth

Profile Software
Blue Umbrella Status

Blue Umbrella Status

Blue Umbrella

Categories

Categories

Integrations

Amazon Web Services (AWS)
Databricks Data Intelligence Platform
Google Cloud Platform
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Snowflake
Xero

Integrations

Amazon Web Services (AWS)
Databricks Data Intelligence Platform
Google Cloud Platform
Microsoft Azure
Microsoft Outlook
QuickBooks Online
Snowflake
Xero
Claim Demyst and update features and information
Claim Demyst and update features and information
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