BI Reporting

INDATA’s Architect AI Data Analytics is a modern SaaS (Software-as-a-Service) solution that provides investment managers with the ability to easily aggregate data sources and integrate data from their key providers to provide enterprise-wide BI reporting (Business Intelligence).

INDATA DATA ANALYTICS

Architect AI Data Analytics is based on INDATA’s iPM Epic, the industry’s first investment software platform specifically designed for the era of big data.

iPM Epic® has been architected to work effectively with a wide variety of large data sets, both internal and external to the investment management firm, which are routinely used within investment management with great effort and with the significant expenditure of resources.

Key Functionality: Architect AI Data Analytics

-> Create web-based, interactive dashboard visualizations and BI reports for your entire
organization; report templates included
-> The entire organization, including Portfolio Managers, Traders, Marketing & Client Services, Compliance and Operations, and Senior Executives benefit from BI reporting solutions and better data-driven information without the hassle or errors that result from manually manipulating data in Excel
-> “Plug-in” integrations with all of your essential data providers for robust BI reporting that includes and aggregates front/middle/back-office systems, market data, CRM, research and other sources of data, including spreadsheets, saving you countless hours importing and updating files

Architect AI Data Analytics: Key Technology

-> True Web-based SaaS solution; no IT required, easy access from any location, INDATA deploys all updates directly to the cloud, meaning that no time-consuming software updates are necessary and minimizing maintenance time.
-> Choose from cloud-based, iPM Private or public cloud options based on Microsoft Azure, or in-house/deployed solutions
-> Includes Big Data analytics/in-memory computing resource to power BI reporting tools and information.
-> Includes centralized data repository that ensures that each organization can benefit from their firm’s own data for use in BI reports or for other purposes in line with industry best practices

WIDE DATA CONTINUUM

VISUALIZATION

How much time is spent analyzing data?
Are you using your investment data for maximum advantage?

SHARING

How effectively can end users collaborate and take advantage of information?

SEARCH

How quickly are end users able to access their information?

CAPTURE

How effectively are you capturing mission critical information?

STORAGE

How is your data stored?
Is it fragmented?

CAPTURE

How effectively are you capturing mission critical information?

STORAGE

How is your data stored?
Is it fragmented?

SEARCH

How quickly are end users able to access their information?

SHARING

How effectively can end users collaborate and take advantage of information?

VISUALIZATION

How much time is spent analyzing data?
Are you using your investment data for maximum advantage?

Automate Big Data Challenges

Optimization & Visualization

Automate your big data challenges within each aspect of the investment process, including optimizing the capture, storage, search, sharing, analysis and visualization of data from a front, middle and back office perspective for competitive advantage.

Enhance User Workflow

Increase Efficiency

Improve your ability to guide the end user’s daily workflow, allowing them to operate efficiently and make better decisions. Users receive proactive alerts to situations and/or processes that need immediate or future attention giving you real-time control.

Leverage The Cloud

Access Anywhere

Now, you can leverage iPM EPIC via iPM Cloud, a private cloud hosting solution, to greatly simplify installation, maintenance and ongoing support. Easily leverage software & services without managing underlying IT infrastructure.

Architect AI Data Analytics: No Technical Resources Necessary – Leverage BI Reporting using SaaS

Unlike traditional data warehouses and data management systems that require extensive resources to implement and maintain and that come at a very high cost, INDATA’s Architect AI Data Analytics utilizes the latest tech tools including Microsoft Power BI to easily interrogate and report on data, saving significant time. The system is web-based and does not require installation, technical expertise or in-house programming resources to maintain.

Additionally, by automating and streamlining manual processes, INDATA’s BI reporting helps wealth management firms increase accuracy, save time, and build trust with clients.

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Microsoft Power BI Reporting

Architect AI Data Analytics includes a full set of BI reports that utilize Microsoft Power BI. INDATA’s powerful BI report builder allows the easy creation customizable interactive reports/visualizations/dashboards integrating sophisticated graphics, including internal analytical reports and external reporting for investor presentations.

Fully integrate data from available sources, including historical information for complete enterprise reporting for positions, transactions, attribution and other key investment data. Customize reports in seconds with excel-like functionality. Integrate data sources on-the-fly and have your firm’s enterprise data at your fingertips to empower users throughout your firm.

Top Features of INDATA’s BI Reporting Tools

Full Report Customization

Get the data you need with the click of a button without all the steps that go into importing/exporting data for reports via Excel and re-engineering them with macros.

Interactive Dashboards

Detailed dashboards deliver the meaningful information needed by team members and clients to analyze data, make decisions and present meaningful information for clients. Confidently deliver reports based on exceptional data integrity and trackable data lineage.

Competitive Advantage

Powerful BI Reporting for Wealth Management is a Competitive Advantage

A robust data management infrastructure delivers the difference today’s tech-savvy investors demand.
A robust data management infrastructure combined with BI Reporting provide a critical difference that today’s tech-savvy investors demand. INDATA’s investment management solutions deliver full integration with its order and execution management system, optimizing and streamlining BI reporting capabilities for the front office, powering client portal, and simplifying traditional portfolio management operations activities.

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INDATA’s BI reporting tools are used by Fund Managers, RIAs, Wealth Managers, Pension Funds, Hedge Funds and their entire teams to deliver more accurate reporting and empower data-driven decisions for front middle back office between $1 billion and $100 billion AUM.

By Role

Firm Leadership

Fully customize at-a-glance BI reports that track and measure organizational performance related to specific goals and milestones so you can adapt and adjust your business plan based on real-world data.

Portfolio Managers/Traders

Make rapid data-driven investment decisions on portfolios and capitalize on dynamic marketplace changes based on real-time information and industry-leading technology that delivers measurable improvements to the front office

Middle/Back Office

Operations teams can generate BI reports that draw data from different systems and custodians easily and efficiently whether for internal or external purposes

Clients

Build trust with your clients by delivering visually appealing and fully interactive reports with data driven insights to your clients offering a higher level of service and transparency