iPM Portal

iPM Portal

INDATA AI
+
+

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About

Nira is a real-time access control system that provides visibility and management over who has access to company documents in Google Workspace. Collaboration is as simple as sharing a link. Company information gets scattered across employees, departments, and external parties. Managing access becomes a full-time job. Standard offboarding processes and tools don’t scrub personal accounts. Outside people retain access until their accounts are audited and remediated. There is no easy way to diagnose and resolve access incidents. Nira connects to your cloud applications and provides a single pane view into who has access to company information. Control document access for internal and external accounts. Real-time view of all documents and their risks. Quickly view and manage vendor access to company documents. You'll see how simple, quick and easy access control can be.

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

Organizations searching for a solution to protect their company documents from unauthorized access

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

Nira
United States
nira.com

Company Information

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

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Profile Software

Categories

Categories

Integrations

GitHub
Google Docs
Google Drive
Google Workspace
Microsoft Outlook

Integrations

GitHub
Google Docs
Google Drive
Google Workspace
Microsoft Outlook
Claim Nira and update features and information
Claim Nira and update features and information
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Claim iPM Portal and update features and information