- 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
Leveraging Technology to Reduce Costs
Significant cost savings can be achieved by making the right technology choices. Investment firms that look to make changes will not only reduce costs in the short term, but also increase their operational efficiency, enhance compliance and position themselves for future growth as market conditions improve.
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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