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Why INDATA
Optimize and simplify the investment process for global investment managers through the provision of sophisticated and state-of-the-art software solutions in the most flexible and cost-effective way. Using a cloud-native approach and innovative technology, INDATA’s mission is to be the partner of choice for any investment manager reviewing or upgrading trade order management systems, portfolio accounting, data warehouse/stand-alone reporting, or front-to-back office investment management software.
Our Investment Management Software Solutions
Trade Order Management
The investment industry’s first trading and reporting solution (OMS/EMS) based on AI and machine learning for order and execution management.
Investment Software Solutions
An investment management platform that combines portfolio management, trading, accounting, and reporting in one system
Portfolio Accounting Software
Portfolio Accounting Software offering AI-enhanced investment accounting, performance measurement & client fee billing via SaaS.
Featured Clients
News & Thought Leadership
What Our Clients Are Saying
“I could not be happier with the decision I made to migrate everything to the cloud and choosing INDATA as our partner. When the COVID-19 lockdown directive was issued, all of our associates were able to work from wherever necessary without any glitches. All of our associates and I are extremely grateful to the Indata team for making this happen.”
“The iPM system provides a competitive technology package that combines the most sought-after industry features and functionality, especially in the area of compliance. iPM Compliance allows us to really customize our compliance rules throughout the different levels of the trading process. We can then leverage this to set our firm apart and grow our institutional business.”
“The nature of our business requires us to demonstrate a complete audit capability for our entire investment process for compliance and regulatory purposes. iPM provides these capabilities whilst also providing tools to automate the major aspects of our investment workflow such as dealing and back office accounting.”
“After an extensive review of a number of established vendors, it became clear that INDATA was the best system to meet our requirements. Now that we have the iPM Epic system in place we are in a position to effectively manage the firm’s growth whilst delivering robust compliance capabilities for our clients.”
“Having experienced significant growth, we began to look at ways that we could fully leverage our investment data to maximum effect” “The strength of INDATA’s iPM Epic system is that it allows us to extend our capabilities to be able to capture and work with data in ways that are very beneficial to our operations and marketing efforts.”
“Choosing iPM Cloud has proven essential to our growth strategy, since it removes the technical obstacles and IT expenditures that firms like ours would typically experience in trying to get remote sites up and running.”
“The fact that iPM is very easy to use and seamlessly integrates the automated trading platform with the portfolio management system has helped tremendously.”
