INDATA Launches iPM Portal

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INDATA Lauches iPM Portal

New web-based, cloud-based Performance Analytics &
CRM Solution for Portfolio Managers and Advisors

Greenwich, CT – May 2, 2019 – INDATA®, a leading industry provider of software, technology and managed services for buy-side firms, today announced the release of iPM Portal, a new web-based software solution geared around the needs of portfolio managers, investment advisors and other client-facing individuals within investment management firms.

iPM Portal integrates portfolio analytics as well as CRM functions, providing users with a holistic view of portfolio information including performance analytics and contact information for portfolios, accounts and composites.

Key Features include:

  • Customizable Dashboards
  • Portfolio Data including holdings, transactions and analytics for active as well as held away accounts
  • Performance Analytics including rates of return for portfolios, family groups, strategies and composites
  • Compliance information
  • Portfolio Onboarding features
  • Full Microsoft Outlook integration including calendar, tasks & activities as well as email archiving
  • Document Management including mail merge other automation features
  • Available via iPM Private Cloud, public cloud or deployed solution

iPM Portal allows end users to work more quickly and efficiently based on INDATA’s iPM – Intelligent Portfolio Management – technology. Service tracking is a key aspect of the solution and relationships can be managed proactively, anticipating needs and delivering superior client service. Accounts can be reviewed from an individual or an aggregate level whether by strategy, portfolio manager, family group, primary broker or custom grouping. Portfolio managers, advisors and other client facing end users can view current and historical asset allocation, performance, benchmarks, market values, security holdings, restrictions, fees and other mission-critical data with complete and immediate access to information.
iPM Portal directly complements other INDATA front-office solutions including Architect AI, which provides robust web-based, cloud-based portfolio modeling/construction, rebalancing, compliance and trading tools based on AI and machine learning as well as customizable Business Intelligence (BI) reporting.

“We are very excited about the launch of iPM Portal which is part of our ongoing roadmap of new product releases and functionality improvements,” commented David J. Csiki, President of INDATA. “In addition to having cutting-edge technology, the system was designed in partnership with leading clients making it very user-friendly and intuitive,” he added.

About INDATA®
INDATA is a leading specialized provider of software, technology and managed services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® – the industry’s first investment technology platform specifically designed for the era of big data and iPM Porfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com or follow us on Twitter: @indataipm