iPM Portal

iPM Portal

iPM Portal is an innovative platform that integrates CRM, Portfolio Management and performance reporting tools into one customizable, web-based user interface via the cloud. Data can displayed for end clients or internal users and integrated with a company web site and branding.

For CRM, iPM Connect contains a complete range of functionalities including those that are typically only available in best of class CRM solutions, such as the ability to create customizable user interfaces as well as sophisticated email blast, mail merge and other capabilities used for marketing and client servicing.