Investment and Portfolio Management
Welcome to Info Gain Consulting’s dynamic Investment and Portfolio Management (IPM) Solution — a comprehensive platform designed to digitize and streamline the entire investment lifecycle. From initial application to investment decision, our solution empowers organizations to manage funding applications, assess opportunities, and monitor portfolios with clarity and control.
Built on the Microsoft ecosystem and developed with flexibility in mind, the IPM Solution offers a secure, role-based environment for both external applicants and internal investment teams. With real-time dashboards, automated workflows, and configurable approval processes, the platform ensures transparency, efficiency, and accountability across all stages of the investment journey.
Ready to Streamline Your Investment Processes?
Get started with our all-in-one Investment and Portfolio Management Solution today.
Key Features and Benefits
Public-Facing Application Portal
External SMEs can securely submit funding applications through a user-friendly online portal built with Microsoft Power Pages.
Structured Investment Lifecycle Stages
Applications move through clearly defined stages: Pre-Screening, Screening, Due Diligence, Restructuring/Refinancing (if needed), and Investment Award.
Internal Decision Dashboard
Investment analysts and officers manage, review, and take action on applications with full visibility into progress and next steps.
Role-Based Access Control
Ensures that each user — whether an applicant, analyst, or officer — only sees and interacts with the information relevant to their role.
Real-Time Tracking & Dashboards
Live status updates and visual dashboards provide full transparency into each application’s journey.
Automated Email Notifications
Keeps all stakeholders informed with timely updates at key stages of the application process.
Comprehensive Activity Logs
Every action is tracked and logged for accountability, auditing, and transparency.
Customizable Workflows
Adapt approval paths and user interactions to reflect your unique investment policies and evolving business needs.
Explore Our Investment and Portfolio Management Solution on Microsoft Marketplace
Beneficiaries
Our Investment and Portfolio Management Solution is designed to support a wide range of stakeholders involved in the investment process, delivering tailored functionality for each role.
- Investment Firms and Funds
- Investment Analysts and Officers
- Small and Medium Enterprises (SMEs)
- Executive and Oversight Teams
Platforms
Web Portals
Mobile App
Phone Call
How It Works
External SMEs submit funding applications through a secure, easy-to-use portal, attaching required documentation and responding to pre-screening criteria.
Investment analysts conduct preliminary checks to determine eligibility and readiness before advancing applications to the next stage.
Detailed assessments are performed based on defined criteria, including market potential, financials, and risk factors. Analysts can request revisions or clarifications as needed.
In-depth analysis is carried out, including financial, legal, and operational assessments. All findings are logged and accessible in the system.
Approved applications move to the investment award stage, where terms are finalized and documented within the platform.
Post-investment, performance data is tracked through real-time dashboards. Regular reporting and partner updates ensure accountability and oversight.
how can we help you?
Feel free to contact us at our office nearest to you or submit a business inquiry online.
Info Gain solutions helped us a lot in achieving our goals as an organization.
