Compliance

Compliance

Increase Transparency

Decrease Operational Risk

Turn Compliance into an Asset

iPM Compliance

Recon

Recon

Proactively Validate the Accuracy of Custodian Data

Automate Daily Recon including Cost Basis

Demonstrate Complete Transparency

iPM Recon

Performance

Performance

Proactively Monitor Rates of Return at Any Level

Demonstrate Effective Data Management Controls

Streamline GIPS Audits

iPM Performance

Cloud

Cloud

Private Cloud Solution Enhances Security

Outsource Technology and System Maintenance

Satisfy Best Practices for Disaster Recovery

iPM Cloud

request a demo

See how iPM can help your firm increase business agility, decrease operational risk, reduce administrative overhead and improve transparency.

News

More Predictions for 2012

Last week, Cutter and Associates offered their take on the year that passed and the one to come. We know the folks at Cutter pretty well and, while we would disagree with the “Fear” part of what they are seeing or concluding, we could not agree more with many of the points in their piece.... Read More

Predictions for 2012

For 2012, we foresee much of the same as 2011: another challenging year with firms trying to maneuver in an uncertain environment. The key difference between 2011 and 2012 so far seems to be one of outlook, in which we see more optimism from the folks we are speaking with than we did last year.... Read More

Featured White Paper

Case Study

Leveraging Technology to Reduce Costs

Significant costs can saved by making the right technology choices. Firms that look to make changes will reduce costs in the short term, while increasing operational efficiency, enhancing compliance and positioning themselves for growth.

Learn More

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. 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.

Client Login

Click Here to Login

Social

Follow on Twitter
Connect on LinkedIn