Precision Trading™, INDATA’s broker and network-neutral OMS, links traders with portfolio managers, executing brokers, compliance and back office staff in real-time, resulting in error-free trading. Precision Trading is part of the IMS Suite of products. The system is available as a SaaS (software as a service), ASP or in-house solution.

Unlike other OMS providers, INDATA doesn’t “take a toll” from your brokers by maintaining our own FIX network.

• Robust portfolio modeling & rebalancing, comprehensive
  “what-if” analysis across asset classes
• Multi-security swapping features along with condition “if/then” order generation
• Multi-currency, multi-asset (equities, fixed income, international) including extensive tools for short strategies and 130/30 fund management.
• Tax lot tracking tools for tax-efficient portfolio management and trading strategies
• Efficient family and group trading capabilities.
• Fully integrated analytics including risk, attribution, fundamental data, etc.

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• Real-time pre and post trade compliance monitoring including regulatory compliance (i.e. Investment Company Act of 1940)
• Easy to use Compliance Wizard for rule setup & maintenance
• “What if” scenario for compliance rules & real time checks
• Easy rule customization

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• Links traders with portfolio managers, executing brokers and back office in real-time, resulting in error-free trading
• Handles automated directed brokerage and step-out creation
• Real-time blotter analytics with complete integration of live pricing and analytical data from 3rd party providers and other EMS functionality including effective program and list trading tools.
• Extensive connectivity with established algorithmic trading providers and dark pools
• Integration with third party TCA (Transaction Cost Analysis)

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• Connectivity with all major ECNs
• Electronic order routing via FIX including allocations and IOIs
• Extensive commission tracking and reporting capabilities

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FIXED INCOME/DERIVATIVES
Handles all fixed income security types, specialized trading modules for mortgage/asset backed and cash management (i.e. commercial paper, money markets, etc.) interest rate swaps, credit default swaps.
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PORTFOLIO MANAGEMENT
Single SQL database for users of IMS Back Office, INDATA’s multi-instrument, multi-currency portfolio management system. Other interfaces include Advent Axys, Advent APX, GIM 2000, Pacer, PORTIA, CheckFree Security APL, FIN, All SunGard (PORT, Portfolio One, etc.) all Trust Accounting systems from SunGard (AddVantage, Charlotte, etc), SEI, InfoVisa and most other portfolio accounting systems.
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MARKET DATA
Any vendor that supports File, DDE or FTP linkages i.e. Telemet, Thomson One/Reuters, etc., Bloomberg Data License interface, FT Interactive Data, CMS BondEdge, StockVal, FactSet, Baseline, Vestek, etc.
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TRADE SETTLEMENT
INDATA provides automated custodian interface tools. Omgeo interface (i.e. Oasys, TradeSuite); T+0 DTC Module; Omgeo CTM, Brown Brothers Infomediary
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ECNs, ATSs, BROKER FRONT ENDS
ITG, Instinet, Lava, ARCA, REDIPlus, Liquidnet, ITG Channel, etc.
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ALGORITHMIC TRADING
Most established brokers. Dominant platforms include Credit Suisse AES, ITG.
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• State Street Global Link, NYFIX, TradeWeb, SunGard, TNS.
• In addition to FIX, full support of XML based interfaces.

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