At INDATA, our comprehensive suite of portfolio accounting, wealth management, and CRM software functionality provides top-of-the-line integrations that enable an unparalleled user and client experience, featuring:
Complete Portfolio Dashboards
With iPM Portal, you can gain real-time visibility into your entire set of relationships, enabling you to make informed decisions based on current and historical data at a high level or as granular as is needed for servicing clients.
Client Access to Portfolios
As a modern investment firm, you understand the importance of providing your clients with transparency surrounding their investments. Our client access features grant your clients 24/7 access to their portfolios allowing them to view their investments at their convenience.
Our portfolio management system functionality is designed to integrate seamlessly with our full suite of SaaS solutions, streamlining front-middle-back office operations and eliminating the need for offline data manipulation or cumbersome Excel reports. This enables you to automate every step of the investment process and ensure a smooth experience for your investors.
Flexible Wealth Management
Every investment management firm is unique, which is why we designed iPM Portal to be a flexible solution that adapts to your business. Our portfolio management system features allow for the customization of your platform, processes, and reports with your own unique branding.
Create impeccable reports which include performance, positions, and transactions for effective client statements and investor presentations.
Use custom reports and the iPM Portal Client Access Portal to deliver clear insights into investment status.
Reduce hands-on time for repetitive tasks and reduce human error by automating key workflows.