iPM Portal

iPM Portal

INDATA AI
+
+

Related Products

  • FundCount
    11 Ratings
    Visit Website
  • Sharesight
    409 Ratings
    Visit Website
  • AlternativeSoft
    19 Ratings
    Visit Website
  • Allvue
    5 Ratings
    Visit Website
  • CopyFX
    18 Ratings
    Visit Website
  • eToro
    24,096 Ratings
    Visit Website
  • RoboMarkets
    124 Ratings
    Visit Website
  • RoboForex
    400 Ratings
    Visit Website
  • Nurp
    386 Ratings
    Visit Website
  • Carnivore Trading
    24 Ratings
    Visit Website

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

Companies in need of a solution to simplify their back office

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

FinFolio
Founded: 2008
United States
www.finfolio.com

Company Information

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

Alternatives

PMplus

PMplus

SuisseTechPartners

Alternatives

Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
Mobius Wealth

Mobius Wealth

Profile Software
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
VestmarkONE

VestmarkONE

Vestmark
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

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

Microsoft Outlook
MoneyGuidePro
RightCapital

Integrations

Microsoft Outlook
MoneyGuidePro
RightCapital
Claim FinFolio and update features and information
Claim FinFolio and update features and information
Claim iPM Portal and update features and information
Claim iPM Portal and update features and information