iPM - Intelligent Portfolio Management®

INDATA® is a leading industry provider of SaaS (Software as a Service) for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA's iPM - Intelligent Portfolio Management® technology platform allows end users to collaborate in real-time across the enterprise. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

COMPANY VALUES
INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from approximately $25 Million to over $80 Billion across a variety of asset classes (i.e. equity, fixed income, etc.) both domestic and international.

What these organizations have in common is a desire for the latest technology – not only for today but for tomorrow. What sets INDATA apart is its single-minded focus on increasing operational efficiency as part of the technology equation. Like its clients, INDATA is in it for the long term, with more than 40 years of buy-side technology experience.

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OWNERSHIP
Like the vast majority of our clients, we are privately-held and employee-owned. That means we are not beholden to any outside interests; our only interest is our clients. This is in direct contrast to most of the competing firms in our space that are directly tied to shareholders, custodian banks, brokers, venture capitalists and private equity firms who tend to have other conflicting and often short-term interests.

Our independence provides our clients with significantly less business risk than our competitors, which has been demonstrated as being mission-critical in today’s markets.
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IS INDATA RIGHT FOR MY FIRM?

  • Do you believe that bigger doesn’t necessarily mean better when it comes to technology products and services?
  • Are you not willing to accept the status quo when it comes to your technology and service providers and their business practices?
  • Are you looking for a long-term technology partner, not just a vendor who installs a product and sends you a bill with increases year after year and then only contacts you when trying to sell an upgrade?

If the answer to any of these questions is “YES,” then INDATA is worth a look.
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Gordon, Haskett & Co. and Gordon, Haskett Capital Corporation are members of the New York Stock Exchange, Inc, FINRA and Securities Investor Protection Corporation (SIPC).