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From Data to Decisions: How Modern Platforms Enable Strategic Conversations with Clients

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Key Takeaways Data-driven conversations create trust and loyalty with clients. For firms to leverage data-driven discussions, they’ll need a connected technology ecosystem. AI is a critical tool for data-driven interactions,…

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Harnessing APIs and Ecosystem Connectivity for Competitive Advantage

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Key Takeaways API integration creates more efficient workflows. Using APIs helps firms connect systems and data, so they can gain insights faster. Firms should consider the architecture of APIs to…

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Investment Team Training: Boosting Performance and Strategy

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Key Takeaways Providing upskilling and continuous training for the investment management workforce benefits them and firms. Closing the skills gaps in technology advancements helps staff adapt to a changing landscape.…

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ESG Data Integration: A Key to Sustainable Business Practices

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Key Takeaways ESG data should be part of investment firm asset management. By integrating ESG data with traditional financial information, firms expand the concept of risk and can better mitigate…

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The rise of mobile investment

The Rise of Mobile Investment Management

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Key Takeaways Investment management is no longer confined to the desktop as firms increasingly require secure access to information wherever work takes place. Mobile technology enables investment professionals to stay…

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Hunter Capital Management Chooses INDATA for Front-to-Back Investment Management Platform

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Greenwich, CT – July 7, 2026 – INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for buy-side firms, today announced that Hunter Capital Management (HCM) is live on INDATA’s Software-as-a-Service platform for Front, Middle and Back Office investment management.

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A Modern Hedge Fund’s Guide to Real‑Time Reporting & Investor Transparency

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Key Takeaways Clients and regulations require more advanced and real-time performance reporting. Disconnected data, manual processes, and complexities can be challenges in real-time reporting. Adopting integrated, modern hedge fund technology…

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How Modern Wealth Tech Is Transforming Client Conversations: A Guide for Financial Advisors

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Key Takeaways Wealth technology supports personalization at scale. Clients have greater expectations in advisor relationships. Data visualizations support transparency.   Wealth tech modernization can transform client interactions. Learn how to…

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Security, Compliance, and Peace of Mind: What Modern Investment Managers Need in 2026

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Key Takeaways Investment management in 2026 has many trends shaping it, involving both security and compliance. With regulatory mandates, innovation in technology is helping to bridge the current gaps. Empowering…

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