June 2011 – INDATA launches iPM Cloud
iPM Cloud is a secure, private cloud-based solution for investment management firms
February 2011 – INDATA is first to support Omgeo Oasys Version 6.3
New functionality keeps clients ahead of the curve with the new Cost Basis Reporting Requirements
February 2010 – INDATA is first to support SQL 2008 and Windows 7
New platform incorporates the latest versions of SQL and Windows
February 2010 – INDATA is first to release iPM Platform
New set of technologies allows end users to collaborate in real-time across the enterprise; shifts portfolio management to a guided, intelligent process
January 2006 – INDATA is first to incorporate Microsoft SQL Server Reporting Services
Report writer provides cost-effective method to create and manage reports
April 2003 – INDATA is first to offer integrated CRM and Front Office Capabilities
Offered through InContact, the industry’s first real-time, fully-integrated web-based solution
March 2000 – INDATA is first to integrate Attribution into Front Office Solution
Provides superior attribution, portfolio reporting, and analytical capabilities
January 1997 – INDATA is first to use SQL Server
Database platform offers open architecture to clients