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