IRIS | Spark Capital PWM

IRIS - Internal Release

Free · Designed for iPad. Not verified for macOS.

IRIS – Your Portfolio. Sharper Insights. Smarter Reporting. By Spark Capital PWM | Aligned for Tomorrow IRIS is the comprehensive portfolio insights and reporting platform by Spark Capital Private Wealth Management that transforms how clients and investment professionals interact with wealth data. Experience the full power of back-office capabilities through a clean, intuitive mobile interface — delivering portfolio tracking, performance analytics, and secure document access wherever you are. What Sets IRIS Apart? Unified Portfolio View Monitor positions, valuations, and asset allocations in real time with complete transparency. Client 360 Dashboard Access comprehensive client holdings, transaction ledgers, margin details, and performance metrics in one centralized view. Intelligent Reporting Tools Search, filter, and export data effortlessly for customized reporting and in-depth analysis. Role-Based Access Control Tailored user experiences designed specifically for clients and Spark PWM investment professionals. Enterprise-Grade Security Bank-level protection ensures complete data confidentiality and user safety across all interactions. Whether you need a quick portfolio snapshot or detailed performance analysis, IRIS delivers clarity, control, and confidence — eliminating complexity while maximizing actionable insights. Built for What's Next IRIS is architected to scale with your needs. Coming Soon: Real-time market data integration for instant portfolio updates Interactive visualization dashboards for dynamic data exploration Seamless integration across Spark PWM's complete digital ecosystem Manage your wealth with confidence — intuitive design, enterprise security, and 24/7 accessibility in one powerful platform."

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The developer, Spark Family Office & Investment Advisors, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Provider
    • SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PRIVATE LIMITED
    Size
    • 42.2 MB
    Category
    • Finance
    Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPad
      Requires iPadOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © Spark Capital PWM