INDATA iPM Connect

iPM Connect is the industry’s first real-time, fully integrated CRM and RMS for money management firms. It integrates comprehensive CRM functionality with client-centric portfolio management and contains a complete Research Management System for managing and organizing investment research. With iPM Connect, all of your mission critical data is placed in the hands of the people who need it most. This significantly streamlines the way a firm operates, eliminating unnecessary overhead and routine tasks while allowing each user to focus on their primary job - growing assets and providing better service to clients.
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Tags:
iPM, CRM, Research Management, iPad Compatible