INDATA’s flagship software services suite utilizes an industry standard relational database platform (Microsoft SQL Server) that results in a real-time, modular, and open architecture solution.

The system consists of functional modules for portfolio accounting and reporting, pre and post trade compliance, trade order management, performance measurement & attribution, Composite Maintenance and GIPS compliance, web-enabled CRM, web portal for client reporting, and billing. Implementation of the system provides buy-side firms with increased business agility and decreased operational risk and administrative overhead.

Implementation of INDATA on a front to back office basis provides investment management firms with the highest level of automation possible combined with significant cost savings over a “best of class” approach.

Clients who choose this configuration can often save hundreds of thousands of dollars in recurring fees over what they are paying separate portfolio accounting/reporting and trade order management vendors.