Audience

Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites

About iPM Portal

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.

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Integrations

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Company Information

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

Videos and Screen Captures

iPM Portal Screenshot 1
iPM Portal Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

iPM Portal Frequently Asked Questions

Q: What kinds of users and organization types does iPM Portal work with?
Q: What languages does iPM Portal support in their product?
Q: What kind of support options does iPM Portal offer?
Q: What other applications or services does iPM Portal integrate with?
Q: What type of training does iPM Portal provide?

iPM Portal Product Features