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User & Groups

For brokerage securities firms or financial advisor, managing their client groups is an extremely important task. Whether the client requests any reports, asks how to enter certain investment assets, inquires on how to access portfolio online or how to export reports - IPM allows configurable users rights on who can see/do what in the software.

IPM makes creating users, assigning rights, allocating client groups and managing the same from anywhere very easy.

Easy creation of user, client groups and assignment of groups.

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User & Groups Features

  •  Manage client groups
  •  Allocate / de-allocate client groups as desired
  •  Configurable user rights