# INDATA iPM — INDATA iPM

> INDATA iPM (iPhone/iPad app by INDATA SERVICES CO., LLC.)

- Source: https://appshunter.io/ios/app/indata-ipm/id6503719673 (this page in markdown: same URL + `.md`)
- Developer: [INDATA SERVICES CO., LLC](https://appshunter.io/developer/1750105140)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 19 MB
- Languages: English
- Released: 2024-06-07
- Data updated: 2026-05-16
- User reviews in markdown: https://appshunter.io/ios/app/indata-ipm/id6503719673/reviews.md

## What is INDATA iPM?

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.


## Version history (last 3 releases)

### v1.0.2 — 2024-07-18

This update contains bug fixes and improvements to enhance your overall experience.

### v1.0.1 — 2024-06-19

This update contains bug fixes and improvements to enhance your overall experience.

### 1.0 — 2024-06-07

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-16.*