Compliance

Compliance

Increase Transparency

Decrease Operational Risk

Turn Compliance into an Asset

Recon

Recon

Proactively Validate the Accuracy of Custodian Data

Automate Daily Recon including Cost Basis

Demonstrate Complete Transparency

Performance

Performance

Proactively Monitor Rates of Return at Any Level

Demonstrate Effective Data Management Controls

Streamline GIPS Audits

Cloud

Cloud

Private Cloud Solution Enhances Security

Outsource Technology and System Maintenance

Satisfy Best Practices for Disaster Recovery

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

News

Jensen Investment Management Implements INDATA's iPM Cloud

Firm integrates portfolio accounting, trade order management, compliance, performance analytics and reporting across the firm.... Read More

How the Cloud Can Assist Investment Managers with Consultant Due Diligence

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

Legacy Systems: The Nexus of Applying Experience to Inefficiency

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

INDATA Upgrades iPM Compliance

Next generation compliance platform provides enhanced workflow management tools, additional country specific rules libraries, and other key features for iPM users... Read More

Legacy Portfolio Accounting Systems: A Closer Look

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

Featured White Paper

Case Study

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.

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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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