{"id":8845,"date":"2024-07-15T20:00:31","date_gmt":"2024-07-16T04:00:31","guid":{"rendered":"https:\/\/www.indataipm.com\/?page_id=8845"},"modified":"2025-07-07T14:57:21","modified_gmt":"2025-07-07T22:57:21","slug":"ipm-portal","status":"publish","type":"page","link":"https:\/\/www.indataipm.com\/ipm-portal\/","title":{"rendered":"iPM Portal: Portfolio and Client Relationship Management"},"content":{"rendered":"
[vc_row heading_color=”light” middle_content=”yes” bg_type=”image” bg_image=”2220″ header_feature=”yes” padding_top=”50px” padding_bottom=”50px” margin_bottom=”0px” el_class=”banner-section”][vc_column][vc_row_inner][vc_column_inner][vc_empty_space height=”30px”][vc_custom_heading source=”post_title” font_container=”tag:h1|text_align:center|color:%23ffffff” use_theme_fonts=”yes”][vc_column_text css=”” text_style=”subtitle” el_class=”banner-subtext”]\n
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iPM Portal is a client-centric, web-based tool integrating CRM with portfolio analytics. It provides mission-critical data and web-based access to portfolio information through customizable dashboards, reports, and documents for investment management clients.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text]

Request a Demo<\/span><\/a><\/div>[vc_empty_space height=”30px”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row padding_top=”60px” padding_bottom=”60px” el_class=”align-items-center”][vc_column width=”1\/2″ el_class=”custom-pr-4″][vc_custom_heading text=”INNOVATIVE PORTFOLIO ANALYTICS SOFTWARE” font_container=”tag:h2|text_align:left|color:%2371a9c1″ google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal” css=”” el_class=”custom-h2″][vc_column_text css=””]With <\/span>iPM Portal<\/span>, investment firms gain web-based, client-centric portfolio management software with integrated <\/span>CRM functionality<\/span>. 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.\u00a0<\/span><\/p>\n

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, <\/span>iPM Portal<\/span> 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.\u00a0 End users can also easily post documents for client viewing via iPM Portal.\u00a0<\/span><\/p>\n

The system\u2019s design flows seamlessly with the firm\u2019s 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.\u00a0<\/span>[\/vc_column_text][\/vc_column][vc_column width=”1\/2″ el_class=”custom-pl-4″][vc_column_text css=””]\n

The INDATA Solutions Ecosystem<\/span><\/h3>\n

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.<\/p>\n

Architect AI<\/span><\/h4>\n
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Architect AI is a modular solution for OMS, PMS, accounting, performance, and reporting. It offers AI-driven portfolio construction, modeling, rebalancing, compliance, trading, and reporting with seamless workflows. It integrates OMS with EMS capabilities and third-party systems. Architect AI Reporting is an optional add-on.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Architect AI Reporting<\/span><\/h4>\n

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.<\/p>\n

iPM Cloud<\/span><\/h4>\n
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iPM Cloud is a cloud-based platform providing IT infrastructure, software, and hardware for secure, remote access. It enables teams to work collaboratively with up-to-date data and software, a standard for deploying Architect AI Reporting.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row middle_content=”yes” bg_type=”image” bg_image=”99″ opacity_overlay=”80″ padding_top=”60px” padding_bottom=”60px” margin_bottom=”0px” el_class=”features-section”][vc_column][vc_custom_heading text=”TOP FEATURES OFFERED” font_container=”tag:h2|text_align:center|color:%23ffffff” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal” css=”.vc_custom_1721094934272{padding-bottom: 15px !important;}” el_class=”custom-h2″][vc_row_inner el_class=”service-row”][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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CRM FUNCTIONALITY<\/span><\/h3>

The portal has advanced CRM features, making all client information accessible within the system. This integration provides efficiency and productivity improvements. End users can have valuable insights into the relationships between contacts, clients, and associated parties.<\/p> <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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ACCURATE REPORTING<\/span><\/h3>

Reporting with INDATA\u2019s iPM Portal portfolio analytics software is customizable and real-time. Reporting options include performance, positions, transactions, and other analytics. Managers can then take portfolio information and transform them into effective client statements and investor presentations.<\/p> <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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MICROSOFT OUTLOOK INTEGRATION<\/span><\/h3>

iPM Portal seamlessly integrates with Microsoft Outlook, including calendars, tasks, activities, email archiving, note collection for accounts and portfolios, document management, mail merging, and more. <\/p> <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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PORTFOLIO DASHBOARDS<\/span><\/h3>

Visualizations of portfolio performance, gain\/loss, and other pertinent information are visible and customizable with dashboards. This investment management platform allows wealth managers to build dashboards for individual, customized, or aggregate-level relationships.<\/p> <\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=”service-row”][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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CLIENT ACCESS PORTAL<\/span><\/h3>

Clients want secure access to their portfolio data, and iPM Portal enables this. Clients can access their information 24\/7 securely and conveniently. <\/p> <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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AUTOMATION<\/span><\/h3>

The technology can automate repetitive, rules-based tasks. Eliminating these from human workflows also reduces the chance of error. Employees can spend their time on higher-level activities versus mundane processes. <\/p> <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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PRIVATE CLOUD HOSTING<\/span><\/h3>

iPM Portal resides in iPM Cloud, a private cloud tech infrastructure. With this approach, firms always have the most current third-party software versions and no longer have to budget for capital expenses associated with on-site hosting. There\u2019s no IT infrastructure to manage, reducing costs and allowing IT resources to focus on strategic activities. <\/p> <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=”service-box” width=”1\/4″ tablet_width=”1-2″ tablet_sm_width=”1-2″]

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PERFORMANCE ANALYTICS<\/span><\/h3>

The solution includes performance analytics and portfolio data across many measures, including rates of return, holdings, transactions, and more. This advanced and comprehensive analytics engine empowers firms to be proactive versus reactive in their portfolio presentation activities. <\/p> <\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”25px”]

Request a Demo<\/span><\/a><\/div>[\/vc_column][\/vc_row][vc_row heading_color=”primary-1″ flex_height=”yes” middle_content=”yes” bg_type=”color” padding_top=”60px” padding_bottom=”60px” el_class=”features-section” bg_color=”#ffffff” font_color=”#434449″][vc_column width=”1\/2″ el_class=”custom-pr-4″][vc_custom_heading text=”WHY CHOOSE INDATA?” font_container=”tag:h2|text_align:left|color:%2376a4b9″ google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal” css=”” el_class=”custom-h2″][vc_column_text css=””]\n
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INDATA\u2019s <\/span>portfolio analytics<\/span> and portfolio management solutions are industry-leading and designed to leverage big data analytics for improved decision-making. The infusion of AI and machine learning into these capabilities enables automation and faster insights. The entire ecosystem of<\/span> investment management technology<\/span> empowers firms to be agile and nimble while delivering the best service and returns for clients. <\/span><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column width=”1\/2″ el_class=”custom-pl-4″]
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Real-Time and Historical Insights<\/span><\/h5> <\/div><\/div>[vc_column_text css=””]Users have access to complete portfolio dashboards of current and historical data for more informed decision-making.<\/span>[\/vc_column_text]
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Seamless Workflows and Integration<\/span><\/h5> <\/div><\/div>[vc_column_text css=””]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.<\/span>[\/vc_column_text]
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Accurate Reporting and Complete Transparency<\/span><\/h5> <\/div><\/div>[vc_column_text css=””]Accurate reporting and complete transparency set firms and their clients up for success.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row middle_content=”yes” bg_type=”color” padding_top=”60px” padding_bottom=”60px” el_class=”solution-role-section”][vc_column width=”1\/2″ el_class=”custom-pr-4″]
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Trade Order Management<\/span><\/h5><\/a> <\/div><\/div>
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BI Reporting<\/span><\/h5><\/a> <\/div><\/div>
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Portfolio Accounting Software<\/span><\/h5><\/a> <\/div><\/div>
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Compliance<\/span><\/h5><\/a> <\/div><\/div>
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Portfolio Management<\/span><\/h5><\/a> <\/div><\/div>[\/vc_column][vc_column width=”1\/2″ el_class=”custom-pl-4″][vc_custom_heading text=”SOLUTIONS BY USE CASE” font_container=”tag:h2|text_align:left|color:%2371a9c1″ google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal” el_class=”custom-h2″][vc_column_text css=””]INDATA\u2019s iPM Portal delivers solutions for portfolio management, <\/span>portfolio analytics<\/span>, client access to reports, and CRM data. With automation capabilities, firms can optimize operations and minimize unnecessary overhead. INDATA\u2019s <\/span>portfolio analytics software<\/span> supports all the key functions of a firm in its pursuit of optimal returns for clients and efficiency in workflows.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row middle_content=”yes” bg_type=”color” padding_top=”60px” padding_bottom=”60px” bg_color=”#434449″ el_class=”solution-role-section”][vc_column width=”1\/2″ el_class=”custom-pr-4″][vc_custom_heading text=”SOLUTIONS BY ROLE\/INDUSTRY” font_container=”tag:h2|text_align:left|color:%23ffffff” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal” css=”” el_class=”custom-h2″][vc_column_text css=””]iPM Portal<\/span> 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.\u00a0<\/span><\/span><\/p>\n

Whoever needs the data\u2014PMs, marketing, client services, administrators, or operations\u2014has it when it matters most. <\/span>iPM Portal<\/span> provides solutions tailored to each investment firm\u2019s portfolio analytics needs. It\u2019s also web-based, so users can access it from anywhere securely.\u00a0<\/span><\/span>[\/vc_column_text][\/vc_column][vc_column width=”1\/2″ el_class=”custom-pl-4″]

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Wealth Managers and Advisors<\/span><\/h5><\/a> <\/div><\/div>
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Institutional Investment Managers<\/span><\/h5><\/a> <\/div><\/div>
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Hedge Funds<\/span><\/h5><\/a> <\/div><\/div>
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Pension\/Sovereign Wealth<\/span><\/h5><\/a> <\/div><\/div>
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Portfolio Management\/Trading<\/span><\/h5><\/a> <\/div><\/div>
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Portfolio Accounting\/Operations<\/span><\/h5><\/a> <\/div><\/div>
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IT and System Administrators<\/span><\/h5><\/a> <\/div><\/div>
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Compliance<\/span><\/h5><\/a> <\/div><\/div>[\/vc_column][\/vc_row][vc_row bg_type=”image” bg_image=”2437″ el_class=”faq-section-wrap” padding_top=”60px” padding_bottom=”60px”][vc_column][vc_custom_heading text=”FREQUENTLY ASKED QUESTIONS” font_container=”tag:h2|text_align:center|color:%23ffffff” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal” css=”.vc_custom_1690609055354{margin-bottom: 40px !important;}”][vc_tta_accordion c_icon=”chevron” active_section=”1″ el_class=”custom-faq-widget”][vc_tta_section title=”What is portfolio analytics?” tab_id=”1690539839672-e26867f4-7e4b”][vc_column_text css=””]Portfolio analytics<\/span> refers to evaluating, optimizing, and managing investment assets (the portfolio). It can involve a variety of tools that leverage data to identify insights and patterns that could impact performance. It\u2019s a qualitative method of assessment so that portfolio managers can make the most informed decisions for clients.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=”What are the benefits of portfolio analytics software?” tab_id=”1690540428203-b4259642-5866″][vc_column_text css=””]Portfolio analytics software<\/span> provides many advantages for firms that employ it. Benefits encompass:<\/span><\/p>\n