Business Intuition

HOW ARCHITECT AI WORKS

Architect AI’s SaaS approach to technology integrates portfolio management activities into a consolidated solution. Within it are key capabilities that are revolutionizing the industry. Firms can optimize their operations, improve decision-making, and streamline workflows.

Key Technology

Natural Language Processing (NLP)

NLP leverages computational linguistics with statistical models to understand language, which accelerates and simplifies complex processes. It enables automation and faster queries by users.

Machine Learning Algorithms

Machine learning enhances efficiency and insights through data. Through supervised learning, labeled data support predicting outcomes to optimize AI portfolio management, construction, and rebalancing.

Machine learning optimizes iterative processes, which reduces the need for multiple screens and clicks. These algorithms also deliver insights from larger data sets, identifying trends and anomalies.

Generative AI & LLMs

Using generative AI and LLMs can unlock efficiency. There are three key ways these components help investment managers. First is data interrogation, which enables the ability to query data instantly using natural language.

The second is portfolio monitoring. Users can view on-demand data in real-time to review events that drive intelligence. The third is client servicing. These AI tools allow professionals to deliver fast and personalized responses to clients.

Analytics & Big Data Processing

Architect AI uses in-memory computing for big data analytics. By doing so, decision-making can be quicker because insights are. It provides another way to get the most value out of data. As data volumes increase, these foundations ensure scalability, ease, and greater accuracy.

ai reporting

The INDATA Solutions Ecosystem

Architect AI includes three essential components for investment management:

iPM Cloud

iPM Cloud is a fully private, cloud-based investment management hosting solution. With this foundation, INDATA clients receive software, built-in hardware, and IT infrastructure. This secure, remote hosting environment eliminates the need for costly and labor-intensive IT management.

Architect AI Reporting

The Architect AI reporting add-on module offers advanced BI reporting based on Microsoft Power BI. It provides advanced data insights, integrating data dimensions, time horizons, and visualizations for comprehensive data analysis.

iPM Portal

iPM Portal integrates portfolio analytics and CRM functionality. It provides a complete view of portfolios and contact information, incorporating data from INDATA’s accounting, performance measurement, reporting, and billing solutions.

TOP FEATURES OFFERED

COMPREHENSIVE TRADE ORDER MANAGEMENT

Get robust, configurable trading blotters based on a multi-asset approach, as well as a complete Investment Book of Record (IBOR), or the flush-and-fill method available in a central trading platform.

PRE, POST & REAL-TIME COMPLIANCE

View complete real-time compliance with complementary managed services to configure complex compliance rules, available whenever users need them.

ROBUST PORTFOLIO MODELING, MAINTENANCE & ATTRIBUTION

Gain flexible portfolio modeling, maintenance, and view attribution for faster and more precise activities for portfolio managers and traders for creating trades.

ADVANCED TRADING CAPABILITIES

Enable advanced trading capabilities in one platform that combines OMS and EMS features or integrates efficiently with third-party EMS solutions.

MIDDLE & BACK OFFICE MANAGED SERVICES

Partner with INDATA for managed services. Choose from options for middle office trade settlement, back office custodial data reconciliation, as required for shadow accounting, and more.

EVENT-DRIVEN AUDIT TRAILS & REGULATORY REPORTING

Generate complete event-driven audit trails and regulatory reporting with all the necessary information in a few clicks.

ENTERPRISE BI REPORTING

Create interactive reports, data visualizations, and internal dashboards with integrated data powered by fully integrated Microsoft Power BI.

AI TOOLS FOR GREATER AUTOMATION

Streamline complicated workflows and tedious tasks in portfolio management, trading, and more with AI-powered automation based on NLP.

WHY CHOOSE INDATA?

Architect AI is the ideal solution for investment firms, offering modern, agile, and powerful capabilities that deliver immediate ROI. This software for investment portfolio management allows firms to evolve every aspect of the business. Streamline workflows by eliminating disparate systems and manual spreadsheets. Enhance front-office efficiency with easy-to-use technology. Scale as needed and break data silos. Simplify and optimize trading and operations across the company.
Real-Time and Historical Insights

Access complete portfolio dashboards of current and historical data for more informed decision-making.

Seamless Workflows and Integration

Employ AI-driven portfolio management to align with firms’ expectations for modern and improved processes.

Accurate Reporting and Complete Transparency

Ensure greater success from clients and business growth with reporting that’s clear and transparent.

SOLUTIONS BY USE CASE

INDATA Architect AI is a complete solution for portfolio management. Its integrated, data-driven framework makes it a valuable asset for any organization. With this unique and feature-rich platform, organizations can reach operational efficiency goals and receive insights faster.

SOLUTIONS BY ROLE/INDUSTRY

Adopting INDATA’s AI Architect software creates a foundation for a firm’s growth and success. Each role within the firm can benefit from its many features and AI automation.

  • Traders: Execute orders rapidly and use advanced blotter functionality.
  • Portfolio managers: Generate “what-if” trades, rebalance portfolios and update models with practical AI tools.
  • Compliance: Test guidelines and automate notifications.
  • Middle back office operations: Automate trade settlements to support position keeping and data reconciliation for accurate books and records needed for portfolio accounting.

FREQUENTLY ASKED QUESTIONS

Architect AI offers many benefits. Its comprehensive platform can help reduce front-office costs versus legacy providers. It’s cloud native, so firms require no maintenance or upkeep of underlying IT. Automation boosts productivity across the enterprise, and integrated data analytics processes vast data sets to deliver actionable intelligence. The AI portfolio management platform includes everything necessary for trading, portfolio management, compliance, and operations, and connections to third-party systems are made easy with open APIs.

INDATA solutions leverage different facets of AI, including NLP and machine learning. Each of these components works within the system to augment human actions. AI also automates repetitive tasks. It’s essential for big data analytics, which uses machine learning algorithms to make the entire system smarter and more efficient.

Yes, Architect AI is available as a stand-alone product or as part of an integrated solution.

iPM Cloud is standard within Architect AI for all users desiring a cloud-based SaaS solution.  Architect AI Reporting is a separate, optional add-on as well as the iPM Portal.

Architect AI is an AI-driven portfolio management software that consolidates OMS, EMS features, PMS, Reporting and portfolio accounting on a modular basis. Its primary features include portfolio construction and modeling, rebalancing, trade order management (OMS), compliance, and reporting.

The solution utilizes various types of AI to deliver streamlined processes, including workflows and real-time data insights. NLP combines computational linguistics and statistical models for language interpretation, supporting complex workflows and reducing manual work.

Machine learning aids in managing portfolios, executing trades, and ensuring compliance through data analytics. Machine learning optimizes iterative processes, eliminating the need for many extra clicks. The insights from the machine learning models also provide users with actionable insights quickly.

Integrating AI into investment portfolio management software has many advantages for firms. It supports automation capabilities, streamlining workflows and reducing manual work. Everyone can then work more productively.

AI’s ability to learn from user inputs means that the insights generated become more valuable, helping portfolio managers make more data-driven decisions. The big data analytics functions are a key driver of ROI for firms that adopt the platform.  

INDATA leverages Generative AI to query data using LLMs (Large Language Models). Data storage is private and not fed to LLMs for complete data security and privacy. INDATA clients can deploy the LLM of their own choosing for ultimate flexibility.

Traders, portfolio managers, analysts, compliance officers, operations professionals and client-facing teams, just to name a few.

Many types of investment firms can implement this investment portfolio management software. It features a flexible design, making it customizable for various groups, including institutional investment firms, wealth managers and advisors, hedge funds, pension and sovereign wealth funds, portfolio accountants, risk and compliance professionals, and IT and system administrators.

Historically, portfolio management has required gathering data and insights across many systems. It’s a tedious and time-consuming effort that leaves little time for deeper analysis. With the power of AI, those workflows are now streamlined. Machine learning algorithms also assist with modeling, maintenance, and attribution, making these processes more precise.

Yes, Portfolio Architect AI utilizes machine learning algorithms that “learn” from historical data to provide forecasts for future outcomes.

In the category of risk assessment, the software for investment portfolio management provides pre-, post-, and real-time compliance monitoring. Event-driven audit trails for regulatory reporting are also a feature.

Rebalancing of a portfolio is another key feature within the platforms for “what-if” scenarios. AI generates these quickly based on the many data sources it analyzes. These features deliver world-class AI portfolio management software.

Architect AI has features that other investment management software lacks. It’s the industry’s first AI solution for portfolio construction, modeling, rebalancing, compliance, trading, and reporting. It’s delivered as a cloud native SaaS product that integrates OMS, EMS, PMS, and portfolio accounting. Its strategic use of practical AI supports integrations, efficiency, data analysis, and more.

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