INDATA iPM

INDATA SERVICES CO., LLC

About this app

INDATA's iPM mobile app works in conjunction with iPM Manager Portal (must be an INDATA Client to utilize) to integrate portfolio analytics and CRM functions, providing users with a holistic view of portfolio information; including performance analytics and contact information for portfolios, accounts, and composites. Also includes integration with iPM Client Portal for client access to their reports, invoices and other information. -> Create web-based, interactive dashboard visualizations and reports for your entire organization; report templates included
-> Portfolio Managers, Traders, Marketing & Client Services, Compliance and Operations as well as Senior Executives all benefit from better information without the hassle of manually manipulating data in excel
-> “Plug-in” to all of your data providers including front/middle/back-office systems, market data, CRM, research and other sources of data, including spreadsheets

What’s new

This update contains bug fixes and improvements to enhance your overall experience.