iPM Portal

iPM Portal

INDATA AI
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About

All you need for meaningful, long-term investing in one app. Risk-managed portfolios curated for you and managed by wealth experts. Seamless trading in Singapore and US markets with automated features. Investment solutions to earn higher returns on your idle cash. Bespoke investment solutions for your legacy goals. Funds and personal data are regulated by financial and data protection authorities. Best-in-class investment solutions and dedicated wealth experts. Competitive and crystal clear fees without the sales pitch. Regular, diversified income for capital preservation or appreciation. Syfe is an investment platform empowering people to build their wealth for a better future. Access simple, smart, and affordable financial solutions all within one app. Build wealth effortlessly. Whether you plan to buy a house, save up for your children’s education, retire, or simply grow your wealth, we have portfolios and solutions that cater to your different financial goals.

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

Companies in need of a digital investment platform to manage their portfolios, income, and financial operations

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

$1.49 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

Syfe
Singapore
www.syfe.com

Company Information

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

Alternatives

Alternatives

Axys

Axys

SS&C Advent
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Mobius Wealth

Mobius Wealth

Profile Software

Categories

Categories

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook
Claim Syfe and update features and information
Claim Syfe and update features and information
Claim iPM Portal and update features and information
Claim iPM Portal and update features and information