Case Studies

    Pier Capital

    Pier Capital Live with INDATA

    1024 573 INDATA

    Boutique Investment Adviser Streamlines Operations via INDATA Outsourcing Services Greenwich, CT – February 15, 2023 – INDATA®, a leading industry provider of software, technology and managed outsourcing services for buy-side…

    read more
    Indata iPM Cloud Technology

    Renaissance Investment Management Benefits with iPM Cloud Under COVID Restrictions

    367 228 INDATA

    Renaissance Investment Management Benefits from INDATA’s iPM Cloud Platform Firm Utilizes iPM Cloud to host all local servers and in-house technology Founded in 1978, Renaissance Investment Management (RIM) is an…

    read more

    Managed Services Case Study

    624 300 INDATA

    Inverness Counsel Benefits from INDATA EOD Pricing Service Firm Utilizes INDATA End-of-Day (EOD) delivered via iPM Cloud to Replace Bloomberg Reducing Costs and increasing Operational Efficiency Inverness Counsel is an…

    read more

    Managing Compliance in a Changing Regulatory Environment

    150 150 INDATA

    Investment management firms face a challenging environment.  While market conditions are improving, greater demands for transparency created by the financial crisis have resulted in a new regulatory regime that promises…

    read more

    Front-to-Back System Helps Asset Manager Grow Assets, Not Costs

    624 300 INDATA

    Pzena Investment Management, a New York based firm with approximately $32 billion in assets under management and a focus on deep value, has expanded its use of Microsoft-based INDATA from the…

    read more

    Silchester International Investors

    624 300 INDATA

    Silchester International Investors (SII), an investment management firm with approximately $30 billion of assets under management based in London, began to think about its investment accounting system in an effort…

    read more

    iPM Client Profile – Renaissance Investment Management

    624 300 INDATA

    Renaissance Investment Management is now live with INDATA’s iPM – Intelligent Portfolio Management® platform for its investment operations. Renaissance Investment Management is a majority owned affiliate of Affiliated Managers Group (AMG),…

    read more

    iPM Client Profile – Bailard

    624 300 INDATA

    Bailard is now live with INDATA’s iPM – Intelligent Portfolio Management® platform, utilizing the system on a front to back office basis for its investment operations. Bailard, based in Foster…

    read more