INDATA
With iPM Portal, investment firms gain web-based, client-centric portfolio management software with integrated CRM functionality. The result is a 360-degree view of portfolio and client information. With this powerful SaaS tool, users can access performance analytics, holdings, transactions, contact information, documents, and all data associated with portfolios, composites, accounts, clients, and contacts. Accounts can involve any individual contact associated with a given relationship, such as households, families, or others.
For many investment managers, having this information available and easy to access is crucial to their ability to deliver detailed, personalized service to clients. In addition, iPM Portal offers external client access features, such as holdings, transactions, performance, gain/loss, and other pertinent information such as client statements, billing statements, client agreements, and more. End users can also easily post documents for client viewing via iPM Portal.
The system’s design flows seamlessly with the firm’s operations and eliminates the time spent in the areas of unnecessary overhead and routine tasks. iPM Portal users can devote their time to servicing clients and providing the best experience possible.
iPM Portal is one key component of the INDATA SaaS-based investment management platform. This ecosystem includes Architect AI, Architect AI Reporting, and iPM Cloud.
Architect AI Reporting, an add-on module using Microsoft Power BI, enables advanced reporting with data aggregation and analytics. It provides detailed insights, integrating data dimensions, time horizons, and visualizations for comprehensive analysis.
Users have access to complete portfolio dashboards of current and historical data for more informed decision-making.
INDATA has been supporting institutional investment management for over 25 years. As a result, the solutions provided align with the needs and expectations of modern firms.
Accurate reporting and complete transparency set firms and their clients up for success.
INDATA’s iPM Portal delivers solutions for portfolio management, portfolio analytics, client access to reports, and CRM data. With automation capabilities, firms can optimize operations and minimize unnecessary overhead. INDATA’s portfolio analytics software supports all the key functions of a firm in its pursuit of optimal returns for clients and efficiency in workflows.
iPM Portal can be beneficial to many roles within a firm. By using the dashboards and software tools, portfolio managers and wealth advisors have key information at hand to present and deliver key intelligence to clients about their performance and investment approach. Its efficiency features streamline workflows, supporting front-middle-back-office operations across the enterprise.
Whoever needs the data—PMs, marketing, client services, administrators, or operations—has it when it matters most. iPM Portal provides solutions tailored to each investment firm’s portfolio analytics needs. It’s also web-based, so users can access it from anywhere securely.
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