Latest Release Provides External Client Access Featuring Portfolio Analytics, Reporting & Document Management
INDATA®, a leading industry provider of software, technology and managed services for buyside firms, today announced the latest release of iPM Portal, the firm’s web-based software solution geared around the needs of portfolio managers, investment advisors and other client-facing individuals within investment management firms, which was originally launched in May of this year.
iPM Portal integrates portfolio analytics as well as CRM functions, providing users with a holistic view of portfolio information including performance analytics and contact information for portfolios, accounts and composites. Now, iPM Portal also includes external client access features that provide a cutting-edge digital experience via the web for the clients of investment management firms using the product.
Key Features include:
• Fully Customizable, Interactive and Configurable Client Dashboards
• Client Performance Reporting, Holdings and Historical Transactions
• Automatic Posting of Client Statements and Invoices
• Full Document Management, Storage (vault) and Sharing with clients (IPS, tax notices, etc).
• Client Controlled Management of Passwords and Predefined Settings
• Complete Security and Data Privacy
iPM Portal seamlessly integrates with INDATA’s front office software solutions including Architect AI, which provides robust web-based, cloud-based portfolio modeling/construction, rebalancing, compliance and trading tools based on AI and machine learning and also customizable Business Intelligence (BI) reporting. It also integrates with INDATA’s Middle and Back-Office software services, which generate accounting, performance & attribution, client reporting, billing and other information that is regularly communicated to investors.
“At INDATA, our mission is to continuously enhance our software services and the latest updates to iPM Portal demonstrate this,” commented David J. Csiki, President of INDATA. “As we have led in other key technology trends including cloud, big data analytics, and AI, so too are we leading in elevating the digital experience that our clients are able to offer their own clients. Each of these areas represent the cornerstones for implementing a comprehensive technology strategy for buyside firms,” he added.
INDATA is a leading specialized provider of software, technology and managed services for buyside firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® - the industry’s first investment technology platform specifically designed for the era of big data and iPM Porfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buyside clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com or follow us on Twitter: @indataipm
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