Implementation of iPM has shown to significantly improve business agility and decrease operational risk & administrative overhead while providing investment managers with greater transparency and a competitive advantage for targeting and managing new and existing business.
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.
INDATA’s OMS provides advanced functionality including robust portfolio modeling and rebalancing with 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, and fully integrated analytics including risk, attribution, fundamental data, etc.
iPM handles automated directed brokerage and step-out creation, and 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, 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.