iPM Portal

iPM Portal

INDATA AI
+
+

Related Products

  • NaviPlan
    Visit Website
  • Gravity Software
    41 Ratings
    Visit Website
  • FreshBooks
    5,466 Ratings
    Visit Website
  • Xero
    5,176 Ratings
    Visit Website
  • Quick Consols
    49 Ratings
    Visit Website
  • RealEstateAPI (REAPI)
    39 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Darwinbox
    800 Ratings
    Visit Website
  • Katana Cloud Inventory
    248 Ratings
    Visit Website
  • Capitalcore
    60 Ratings
    Visit Website

About

Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals seeking a platform to manage and optimize their financial portfolios across various domains

Audience

Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1,475 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Range
Founded: 2020
United States
www.range.com

Company Information

INDATA AI
United Kingdom
www.indataipm.com/portfolio-management-software/

Alternatives

Alternatives

Mobius Wealth

Mobius Wealth

Profile Software
The Archway Platform

The Archway Platform

SEI Family Office Services
Axys

Axys

SS&C Advent

Categories

Categories

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook
Claim Range and update features and information
Claim Range and update features and information
Claim iPM Portal and update features and information
Claim iPM Portal and update features and information