iPM PortalINDATA AI
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Related Products
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About
Provisian makes it easy to build a financial plan, manage risk, and communicate financial advice, all from a unified platform. Simulate market conditions to manage risk and make informed decisions. Seamlessly integrate Provisian with over 11,000 financial institutions. A comprehensive platform to collaborate with clients and track performance. A responsive team at your fingertips, available whenever, wherever. Stay connected to clients with a comprehensive financial profile, designed to predict outcomes, minimize risks, and enable more intelligent decisions. Simplify client communications with a centralized portal and intuitive reporting. Design an investment strategy tailored to your client's risk profile and objectives. Visualize and control the assumptions that drive each projected outcome. Perform Monte Carlo simulations and make informed financial decisions. Run thousands of cutting-edge simulations to identify the most probable outcomes.
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About
iPM Portal integrates portfolio management software as well as CRM functions, providing users with a holistic view of portfolio information including performing analytics and contact information for portfolios, accounts, and composites. Our wealth management reporting software portal also includes external client access features that provide a cutting-edge digital experience for the end client. Wealth management software with customizable dashboards for individual, customized, or aggregate-level accounts. Portfolio management and investment reporting software. Portfolio onboarding features and software for investment management. Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc. (investment manager software). The client portal provides a secure and insightful window for clients to view their account information. Provides a web-based, external access view of account information, reporting, transactions, and documents.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investors, professional users, and anyone requiring a tool to transform their personal finances into insights
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Audience
Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$75 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationProvisian
provisian.com
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Company InformationINDATA AI
United Kingdom
www.indataipm.com/portfolio-management-software/
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Categories |
Categories |
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Integrations
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Microsoft Outlook
Robinhood
SoFi
Vanguard
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Integrations
Ally Invest
Authorize.Net
CITI Unify
Charles Schwab
Chase Business Complete Banking
Fidelity
Microsoft Outlook
Robinhood
SoFi
Vanguard
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