Business Intuition

INNOVATIVE PORTFOLIO ANALYTICS SOFTWARE

With iPM Portal, investment firms can deploy a centralized solution for portfolio management and CRM functionality. These tools enable a 360-degree view of portfolio and client information.

As a SaaS tool, users can view performance analytics, holdings, transactions, contact information, documents, and all data associated with portfolios, composites, accounts, clients, and contacts. Accounts can involve any individual contact related to a given relationship, such as households, families, or others.

For many investment managers, having this information available and accessible 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 like client statements, billing statements, client agreements, and more. End users can also easily post documents for client viewing via the iPM Portal.

The system’s design flows seamlessly with the firm’s operations and eliminates the time spent on unnecessary overhead and routine tasks. The portfolio management solution and client relationship management tool allow professionals to devote their time to client serving and experiences.

The INDATA Solutions Ecosystem

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

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.

Architect AI Reporting

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.

iPM Cloud

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.

ADVANCED CRM CAPABILITIES AND BENEFITS

Explore these CRM software advantages with INDATA:

  • Contract and relationship hierarchy views: Understand the associations in accounts. These views reduce the amount of manual work traditionally required to find this information.
  • Automations: Set up automatic reminders, tasks, and activity tracking. Users won’t miss anything, and the platform delivers up-to-date information.  
  • Integration: Connect client communications to the CRM, including email and tasks. Doing so provides more behavioral data about preferences and actions.
  • Segmentation: Filter client groups to personalize messaging. This elevates communications because content is more relevant, strengthening trust and loyalty.

Reporting and Analytics

Discover the reporting solutions within the platform:

  • Performance, positions, and transactions: Generate reports on all these metrics and more.
  • Customization: Take data points to configure reports that are the most meaningful.
  • Real-time: Use the freshest, most up-to-date information for accuracy.
  • Client presentations: Create decks for clients with a host of analytics options.

TOP FEATURES OFFERED

CRM FUNCTIONALITY

Advanced CRM features ensure all client information is at hand. Efficiency and productivity improvements are a great benefit to end users who can gain valuable insights into the relationships between contacts, clients, and associated parties.

ACCURATE REPORTING

Reporting with INDATA’s iPM Portal portfolio analytics software is customizable and has real-time capabilities. Reporting options include performance, positions, transactions, and other analytics. Managers can then take portfolio information and transform it into effective client statements and investor presentations.

MICROSOFT OUTLOOK INTEGRATION

iPM Portal seamlessly connects to Microsoft Outlook, including calendars, tasks, activities, email archiving, note collection for accounts and portfolios, document management, mail merging, and more.

PORTFOLIO DASHBOARDS

Visualizations of portfolio performance, gain/loss, and other pertinent information are visible and customizable with dashboards. This portfolio management solution enables wealth managers to build dashboards for individual, customized, or aggregate-level relationships.

CLIENT ACCESS PORTAL

Clients want easy access to their portfolio data, and iPM Portal provides this. Clients can access their information 24/7 securely and conveniently.

AUTOMATION

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.

PRIVATE CLOUD HOSTING

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’s no IT infrastructure to manage, reducing costs and allowing IT resources to focus on strategic activities.

PERFORMANCE ANALYTICS

Portfolio analytics are a central part of the iPM Portal. It 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.

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WHY CHOOSE INDATA?

Portfolio analytics are a central part of the iPM Portal. It 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.
Real-Time and Historical Insights

Access complete portfolio dashboards of current and historical data for more informed decision-making.

Seamless Workflows and Integration

Ensure that technology aligns with specific needs and expectations from a company with over 25 years of experience.

Accurate Reporting and Complete Transparency

Generate reporting that’s transparent and precise in just a few clicks.
Trade Order Management
Portfolio Accounting Software
Compliance

SOLUTIONS BY USE CASE

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.

SOLUTIONS BY ROLE/INDUSTRY

iPM Portal benefits many roles within a firm. By using 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.
Wealth Managers and Advisors
Institutional Investment Managers
Hedge Funds
Pension/Sovereign Wealth
Portfolio Management/Trading
Portfolio Accounting/Operations
IT and System Administrators
Compliance

FREQUENTLY ASKED QUESTIONS

What is portfolio analytics?

Portfolio analytics 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’s a qualitative method of assessment so that portfolio managers can make the most informed decisions for clients.

What are the benefits of portfolio analytics software?

Portfolio analytics software provides many advantages for firms that employ it. Benefits encompass:

  • Real-time visibility into portfolio performance
  • The ability to automate many repetitive tasks for faster insights and fewer errors
  • Operational efficiency across all analytics activities 
  • Measuring overall adherence to portfolio goals
  • Improved asset allocation through the reveal of a portfolio’s lead contributors and detractors

How does iPM Portal’s CRM functionality benefit investment managers?

With CRM information integrated into iPM Portal, investment managers don’t have to log into additional systems. It’s readily available to access when consulting with clients. It can save users considerable time every day.

Is the iPM Portal offered as a stand-alone product?

Yes, INDATA’s iPM Portal can be a stand-alone product, but it can also be part of the INDATA ecosystem of products that include Architect AI, Architect AI Reporting, and iPM Cloud.

What is the INDATA iPM Portal, and who is it designed for?

The INDATA iPM Portal is a web-based software tool that integrates CRM software with portfolio analytics. Via this platform, users have access to portfolio information as well as dashboards, reports, and documents for their investment management clients.

What type of information and portfolio analytics can clients access through the iPM Portal?

There is a wealth of information available in the portal for investors, including:

  • Performance analytics
  • Reports: positions, transactions, and other analytics 
  • Holdings
  • Gain/loss
  • Statements and agreements 

As a client relationship management tool, the portal excels at conveying complex information in a clear and visually appealing manner. 

How does the iPM Portal enhance client relationship management for investment professionals?

Investment managers have complete visibility into each client’s account within the platform. There’s no additional work required to gather or integrate information across systems, so it’s always accessible and up-to-date. 

With this information, investment managers can streamline the delivery of investment details to clients. It also allows them to personalize this without additional overhead or manual work. Automation is an integral part of workflows, focusing on repetitive, rules-based tasks. 

Providing clients with secure access to the portal allows them to view their investments at any time, maintaining transparency and visibility, which in turn fosters stronger relationships.

The platform also integrates with Microsoft Outlook, connecting calendars, tasks, activities, email archiving, document management, and more. This helps investment managers be more productive.

Is the information provided through the iPM Portal secure and updated in real time?

Yes, the data available is real-time. There are multiple layers of security to ensure that only authorized individuals have access. The software resides in INDATA’s iPM Cloud, a private cloud. It always has the most current third-party software versions. Firms do not have to invest in infrastructure to manage the platform.

Can investment managers customize the iPM Portal or the reports accessible to their clients?

Yes, customization is an option. The visualization dashboards and tiles enable the creation of dashboards for individuals or aggregate-level relationships. The reporting modules provide another area of personalization. Reporting on positions, transactions, performance and other analytics is customizable, allowing investment managers to transform these data points into meaningful dashboards and reports for clients.

What kind of reporting capabilities does iPM Portal offer?

iPM Portal provides reporting for portfolio analytics in real-time with customization options. Report on performance, positions, transactions, and more. Take portfolio data and turn it into client presentations.

What are the specific advanced CRM features offered by iPM Portal?

iPM Portal CRM advanced features include a view of contract/relationship hierarchy, automation of reminders, tasks, and activity tracking, integrations with client communications, and segmenting of groups for personalization.

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