Firm implements iPM for trading/OMS, portfolio accounting, performance and reporting gaining end-to-end compliance capabilities... Read More
Even for many boutique managers with traditional investments (i.e. those that do not manage derivatives or alternative investments) compliance is also a large area of concern.... Read More
Geographic failover is no longer a "luxury" feature when evaluating cloud solutions. In fact, it is a basic business requirement.... Read More
Firm live with iPM Cloud for trading & compliance, modeling, reporting and portfolio accounting functions... Read More
Firm Streamlines Technology Functions while Enhancing Business Continuity Planning and DR Capabilities via iPM Cloud... Read More
Firm Streamlines Compliance, Trading, Portfolio Accounting, and Reporting Functions via single Platform ... Read More
By selecting Cloud-based solutions for mission-critical systems, investment managers can eliminate business risk and excel over their competitors with regards to consultant RFPs.... Read More
As a general rule with regards to technology, legacy systems in whatever form they exist will ultimately be replaced. It’s just a matter of time.... Read More
The most interesting statistic cited was that most of the firms surveyed had upgraded their portfolio accounting systems in the past 5 years. To say the least, this indicates a high overall level of dissatisfaction with portfolio accounting solutions in general, which is something we see out in the marketplace quite a bit.... Read More
While market conditions are improving, greater demands for transparency created by the financial crisis have resulted in a new regulatory regime that promises to significantly impact the way investment management firms handle their daily activities.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office.
INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.