Firms have access to mission-critical data and portfolio information with features like customizable dashboards, reports, and documents. This portfolio management solution empowers organizations to operate more efficiently and effectively.

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.