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INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling, rebalancing, compliance, trading and reporting solution (OMS) based on AI and machine learning.

Key Functionality

-> Full IBOR or Flush & Fill Options Available
-> Comprehensive Pre-trade, Post-trade and Real-time Compliance with Full Services
-> Strong Portfolio Modeling, Model Portfolio Maintenance and Attribution
-> Advanced Trading Capabilities
-> Managed Services Options for Back Office, Custodial Data Recon, etc.
-> Full Event-Driven Audit Trail & Regulatory Reporting
-> Fully Integrated BI (Business Intelligence) Reporting

Key Technology

-> Web-based; No IT required, Easy Access, No Software Updates Needed
-> True SaaS, unlike competing solutions
-> Private Cloud, Public Cloud or In-house Deployed Option
-> Big Data Analytics/In-memory Computing Resource Included
-> Leverages Practical AI like Natural Language Processing & Machine Learning
-> Full API, Fintech Approach
-> The Open OMS/PMS

Architect AI – Forward-facing, Easy-to-use. Everything you need in an OMS; Nothing you don’t.

Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. The system optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity.

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