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INDATA iPM Portal

from INDATA

Web-based software integrating CRM with portfolio analytics. Gives portfolio managers, advisors and clients access to portfolio information, dashboards, reports and documents. Resides in INDATA's private iPM Cloud.
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Category: Client Reporting Systems
in: Wealth Management
Platforms that generate personalized reports and statements for wealth management clients.

INDATA iPM Portal


Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

INDATA iPM Portal


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