BI Reporting


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

    Architect AI Reporting 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 a significant expenditure of resources.



    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.


    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.


    “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.


    Users receive proactive alerts to situations and/or processes that need immediate or future attention giving you real-time control.


    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.


    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.


    Power BI is a unified platform that can scale to meet the needs of both self-service and enterprise BI users.


    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.

    indata reporting


    INDATA’s Architect AI Reporting uses Microsoft Power BI for easy data interrogation and reporting without extensive resources or technical expertise. It’s web-based and requires no installation or in-house programming.

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

    Microsoft Power BI Reporting

    Architect AI Reporting includes a full set of BI reports that utilize Microsoft Power BI. INDATA’s powerful BI report builder allows the easy creation of 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.


    Business intelligence (BI) reporting is the process of collecting, analyzing, and presenting data in a way that is easy to understand and use for decision-making. BI reports can be used to track performance, identify trends, and make predictions. They can also be used to communicate insights to stakeholders and employees.

    1. Define your goals. What do you want to achieve with your BI report? Do you want to track performance, identify trends, make predictions, or communicate insights to stakeholders?
    2. Gather your data. Where is your data stored? What format is it in? Once you have gathered your data, you need to clean it and prepare it for analysis.
    3. Choose a BI tool. There are many BI tools available, so you need to choose one that fits your needs. INDATA’s Architect AI Reporting is a web-based solution that allows you to create interactive dashboard visualizations and BI reports for your entire
    4. Design your report. What kind of visuals will you use? How will you organize your data? The design of your report is important, as it will determine how easy it is for users to understand and interpret the data.
    5. Share your report. Once your report is complete, you need to share it with the people who need to see it. You can share your report in a variety of ways, such as via email, a web portal, or a mobile app.

    Big data analytics is the process of collecting, storing, analyzing, and interpreting large and complex datasets to extract meaningful insights. Big data analytics can be used to improve decision-making, identify trends, and make predictions.


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