Portfolio Management Software
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. Our wealth management portal also includes external client access features that provide a cutting-edge digital experience for the end client.
-> Customizable dashboards for individual, customized, or aggregate level accounts
-> Portfolio onboarding features
-> Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc.
-> Compliance Information
-> Full Microsoft Outlook integration (including calendar, tasks, activities and email archiving), Account/Portfolio note collection, Document Management, Mail Merge, etc.
-> Client Portal provides a secure and insightful window for clients to view their account information
-> Provides a web-based, external access view of account information, reporting, transactions and documents for end client’s assigned accounts
-> Allows for the customization of accessible information provided to the licensee’s clients
-> Complete Security and Data Privacy