Firm replaces Separate OMS and Portfolio Accounting Systems
with Single, Fully Integrated INDATA SaaS Solution
delivered via INDATA’s iPM Private Cloud
Greenwich, CT – October 25, 2022 – INDATA®, a leading industry provider of software, technology and outsourcing services for buy-side firms, today announced that Advisory Research Investment Management, based in Chicago, IL is live with INDATA’s SaaS based products on a front-to-back office basis.
Advisory Research Investment Management (ARI) provides discretionary investment management services to institutional and high net worth clients through separately managed accounts, limited partnerships, open-end mutual funds, unregistered pooled investment vehicles, and model-based accounts. ARI primarily invests client funds in domestic equity securities (including common stocks of micro, small, mid, and large capitalization companies) and American Depository Receipts (ADRs).
“Now that we have implemented INDATA, we have a single software solution for investment management that spans front office trade order management activities through to back office portfolio accounting and reporting functions. Having a fully integrated system with a single source of data provides a number of efficiencies for us as well as a cost savings to the firm.”
ARI Head of Operations
ARI conducted extensive due diligence on a number of software vendors before selecting INDATA. A central consideration was finding a solution that provided a single source for front and back office workflows, accompanied by a responsive client service experience. The firm was also looking for a system that was cloud-based and customizable.
“Now that we have implemented INDATA, we have a single software solution for investment management that spans front office trade order management activities through to back office portfolio accounting and reporting functions,” commented ARI’s Head of Operations. “Having a fully integrated system with a single source of data provides a number of efficiencies for us as well as a cost savings to the firm,” she added.
“We are very pleased to welcome Advisory Research as a client,” commented David Csiki, President of INDATA. “For firms looking to streamline their investment management processes, having a single OMS and Portfolio Accounting solution can have numerous benefits. When combined with our iPM private cloud infrastructure and outsourcing services, INDATA clients are able to gain significant technological advantages as well as greater operational efficiency,” he added.
INDATA is a leading specialized provider of software, technology and outsourcing services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® – the industry’s first investment technology platform specifically designed for the era of big data and iPM Porfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. 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.
INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com or follow us on Twitter: @indataipm