INDATA iPM – Intelligent Portfolio Management® is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process and offer real-time risk, compliance and performance monitoring as well as integrated tools for marketing.
The key differentiator of INDATA’s iPM technology is that it guides users’ daily workflow allowing them to operate more efficiently and make better decisions, whereas traditional legacy systems are merely “bookkeeping” packages that require end user input rather than proactively alerting users to situations and/or processes that need immediate or future attention.
iPM can be utilized in the Cloud, a concept that greatly simplifies the installation, maintenance and ongoing support of the product suite. Simply put, we make it easy for our clients to focus on using the software and services that meet their needs without worrying about monitoring and managing ancillary hardware and software.