From dark mode to drag-and-drop efficiency, INDATA’s latest iPM Portal update redefines what it means to be client-centric in today’s tech-forward world.
INDATA’s iPM Portal offers a powerful intersection between portfolio analytics and client relationship management, offering investment managers a seamless, web-based platform to access client portfolio information, including performance, documents, and contact information. With fully integrated CRM functionality and customizable dashboards, the portal delivers a 360 view of both portfolios and client relationships.
Now, with the latest release, iPM Portal is even more flexible, intuitive, and modern than ever, thanks to all-new enhancements designed with user experience in mind.
Key Customization Enhancements:
1. Dark Mode Theme
Our highly requested dark mode option is available, delivering a cleaner, more aesthetic user experience for long hours in front of the screen. Dark mode reduces eye strain, conserves device battery life, and provides a polished, modern interface for both internal users and clients.
2. MS Office 365 API Integration
Seamlessly connect and manage contact info and documents via Microsoft Office 365, enabling tighter collaboration across teams. Whether it’s viewing contact details, emails, or attaching client documentation, users can now do so directly within the Office environment.
3. Drag & Drop Document Management
Managing client documents is now as simple as dragging and dropping files into the platform. This feature streamlines workflows between systems and reduces administrative burdens—all while maintaining secure, centralized access to client documentation.
4. Mobile App Enhancements (iOS & Android)
Today’s investment managers and client services professionals are on the go, and so is iPM Portal. New mobile updates improve navigation and accessibility across Apple and Android devices. Clients and internal teams alike can now securely access portfolio information anytime, anywhere.
Why It Matters
In an industry where responsiveness and transparency are everything, tools like iPM Portal enable investment managers to personalize the client experience, eliminate routine overhead, and focus on what truly matters, which is building long-term client relationships backed by data-driven results.
Explore what’s new with iPM Portal.
Request a demo today and see the difference customization can make.
