Firm integrates portfolio accounting, trade order management, compliance, performance analytics and reporting across the firm.... Read More
By selecting Cloud-based solutions for mission-critical systems, investment managers can eliminate business risk and excel over their competitors with regards to consultant RFPs.... Read More
As a general rule with regards to technology, legacy systems in whatever form they exist will ultimately be replaced. It’s just a matter of time.... Read More
Next generation compliance platform provides enhanced workflow management tools, additional country specific rules libraries, and other key features for iPM users... Read More
The most interesting statistic cited was that most of the firms surveyed had upgraded their portfolio accounting systems in the past 5 years. To say the least, this indicates a high overall level of dissatisfaction with portfolio accounting solutions in general, which is something we see out in the marketplace quite a bit.... Read More
While market conditions are improving, greater demands for transparency created by the financial crisis have resulted in a new regulatory regime that promises to significantly impact the way investment management firms handle their daily activities.
INDATA® is a leading industry provider of software and services 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 efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. 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.