Our Investment Portfolio Management Solutions
Front-Middle-Back-Office
Linking portfolio managers, compliance officers, traders and Operations to automate essential front-middle-back office functions. Learn More >
Architect AI
The investment industry’s first trading and reporting solution (OMS) based on AI and machine learning. Learn More >
iPM Portal
Integrates portfolio analytics and CRM functions, providing users with a holistic view of portfolios, accounts and composites. Learn More >
Architect AI Data Analytics
A modern approach to data management and BI reporting without the complexity and expense of traditional data warehouses. Learn More >
iPM Cloud
Best-in-class investment portfolio management software and technology infrastructure for firms to excel in today’s fast paced markets. Learn More >
Managed Services
Create operational efficiency, reduce costs, and improve transparency in line with industry best practices for outsourcing. Learn More >
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.”
