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IPM is extremely client-friendly. As an investor whether you use Personal version or Premium version or use hosted Advisor solution through your broker or financial advisor, you practically can add your own broker (other than who allows you to use IPM Advisor version), add demat accounts, add personal or trading accounts, and add bank/cash/general accounts ledgers.

The clients can enter their own investments or verify those entered/imported by their advisor staff. The best part is - with proper accounting, it integrates in to one investment account regardless of through whom the investment was purchased or sold.

Clients and their Group Allocation

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Clients Features

  •  Unify all accounts in to one location
  •  Allow your clients to manage their own investments
  •  Integrated view of all client's investment (regardless of broker)