FutureVault vs INDATA iPM

Welcome to the mobile companion for your FutureVault account. Access and preview all your secure documents as well as upload new documents using your device’s camera. You need to have a existing FutureVault account in order to login to the app. A FutureVault account allows you to store and manage important personal, financial & legal documents in a highly structured digital vault.

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.