Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance, Shadow Accounting and Reporting
Greenwich, CT — August 15, 2017 – INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Cape Ann Asset Management has implemented INDATA’s iPM software suite on a front-to-back office basis.
Cape Ann, based in London, with a client service/marketing office in Massachusetts, is an independent investment management firm that offers a single global developing markets equity program with a rigorous and disciplined value investment process, providing exceptional client service to institutional investors, consultants and family offices.
Cape Ann, a new INDATA client, was looking for a fully integrated investment management software solution to enable them to scale their assets under management quickly. “By implementing INDATA’s iPM Epic software for our front-to-back office we are able to operate very efficiently and accommodate our accelerated growth plans,” commented Pete Lockey, Chief Operating Officer.
“We are very pleased to be Cape Ann Asset Management’s investment software provider and look forward to being a part of their continued growth,” commented David J. Csiki, President of INDATA.