iPM Portal
iPM Portal is a cutting-edge wealth management software that combines portfolio management and CRM functionalities, allowing investment firms to seamlessly oversee portfolios, accounts, and relationships. Users benefit from real-time performance analytics, customizable dashboards, and automated workflows, while clients enjoy 24/7 access to their investment data, ensuring transparency and efficient communication.
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Top iPM Portal Features
- Real-time portfolio visibility
- Customizable dashboard features
- Automated workflow processes
- External client access portal
- Comprehensive performance analytics
- Seamless Microsoft Outlook integration
- 24/7 global data access
- Detailed client reporting capabilities
- AI-driven investment insights
- Streamlined compliance monitoring tools
- Personalized client experience
- Flexible platform customization
- Advanced trade execution tools
- Automated data reconciliation
- Multi-level account management
- Holistic portfolio information view
- Integrated SaaS solution compatibility
- Impeccable investor presentations
- User-friendly web-based interface
- Enhanced document management system
