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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.
Is this your Company
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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