INDATA provides sophisticated investment firms with front-to-back, individual, and bespoke investment portfolio management software solutions integrating Data Warehouse, BI Reporting and Managed Services in one modular system with one data set. Leveraging the cloud, web, APIs, Big Data Analytics, and AI LEARN MORE MODERNIZE, SIMPLIFY, REDUCE COSTS

Our Investment Portfolio Management Solutions


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 >

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