iPM Portal Description
The iPM Portal seamlessly blends portfolio management tools with CRM capabilities, offering users a comprehensive perspective on their portfolio details, which encompass analytics as well as contact data for accounts, portfolios, and composites. Additionally, our wealth management reporting platform features client access options that enhance the digital experience for end-users. This wealth management solution boasts customizable dashboards tailored for individual, bespoke, or aggregated accounts, making it versatile for various user needs. Among its offerings are tools for portfolio management and investment reporting, along with onboarding functionalities for investment management. Users can benefit from performance analytics and detailed portfolio data, covering aspects such as rates of return, holdings, and transactions relevant to investment managers. Furthermore, the client portal serves as a secure and informative interface, allowing clients to easily access their account information while providing a web-based view of reporting, transactions, and essential documents. This holistic approach ensures that both clients and managers have the insights they need for informed decision-making.
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Addepar
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Integrations
Company Details
Company:
INDATA AI
Headquarters:
United Kingdom
Website:
www.indataipm.com/portfolio-management-software/
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Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
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Business Hours
Live Rep (24/7)
Online Support
iPM Portal Features and Options
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