- Compliance
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Compliance
Increase Transparency
Decrease Operational Risk
Turn Compliance into an Asset
iPM Compliance
- Recon
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Recon
Proactively Validate the Accuracy of Custodian Data
Automate Daily Recon including Cost Basis
Demonstrate Complete Transparency
iPM Recon
- Performance
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Performance
Proactively Monitor Rates of Return at Any Level
Demonstrate Effective Data Management Controls
Streamline GIPS Audits
iPM Performance
- Cloud
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Cloud
Private Cloud Solution Enhances Security
Outsource Technology and System Maintenance
Satisfy Best Practices for Disaster Recovery
iPM Cloud
Featured White Paper
Managing Compliance in a Changing Regulatory Environment
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.
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