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Description
The innovative wealth technology platform provides access to essential resources and premier capabilities within the industry. This includes unparalleled advice, execution, monitoring, and reporting that distinguishes you from the competition. By fully digitizing your practice, you can obtain tools that allow you to prioritize your clients more effectively. Enhance the wallet share of your clients by granting them opportunities to invest in global stocks and ETFs. By sharing the success of renowned global brands, you can also unlock potential through diverse portfolio options. In India, an impressive 53% of individual wealth is tied up in fixed deposits and savings, as investors often seek a reliable name to safeguard their funds. To further increase your wallet share, consider offering corporate fixed deposits from one of India’s most trusted brands. This approach meets the rising demand from clients wishing to engage with the stock market. Furthermore, you can provide unique baskets of Indian equities that are executed with ease, ensuring your clients receive tailored solutions. It's essential to address your clients’ needs comprehensively, going beyond mere investment opportunities to foster lasting relationships.
Description
The iPM Portal seamlessly blends portfolio management tools with CRM capabilities, offering users a comprehensive perspective on their portfolio details, which encompass analytics as well as contact data for accounts, portfolios, and composites. Additionally, our wealth management reporting platform features client access options that enhance the digital experience for end-users. This wealth management solution boasts customizable dashboards tailored for individual, bespoke, or aggregated accounts, making it versatile for various user needs. Among its offerings are tools for portfolio management and investment reporting, along with onboarding functionalities for investment management. Users can benefit from performance analytics and detailed portfolio data, covering aspects such as rates of return, holdings, and transactions relevant to investment managers. Furthermore, the client portal serves as a secure and informative interface, allowing clients to easily access their account information while providing a web-based view of reporting, transactions, and essential documents. This holistic approach ensures that both clients and managers have the insights they need for informed decision-making.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fintso
Country
India
Website
www.fintso.com
Vendor Details
Company Name
INDATA AI
Country
United Kingdom
Website
www.indataipm.com/portfolio-management-software/