iPM Analyst, INDATA’s research management module, is an innovative data management, research, and client servicing tool that integrates with existing systems to allow portfolio managers, analysts and other investment professionals to manage and document their investment process, research and client servicing activities more efficiently. iPM Analyst can be used on a stand-alone basis or in conjunction with other INDATA products.
Organize your mission-critical information into a single, easy to use screen. Include related INDATA functions and reports, external client documentation, research, emails, contacts, tasks, and documents. Set up automatic notification for data changes and automatic email archiving for more advanced compliance. Use one-click search to retrieve relevant content and/or save/archive information.
Benefits include efficient aggregation and storage of content from disparate sources both inside and outside of your INDATA systems environment. Content can come from any source in the form of office documents (Word, PowerPoint, PDFs, Outlook emails, etc.) for retrieval at any point in time. It can be used to archive research on securities for more effective research management and also as a client servicing tool.