Case Studies

    Pier capital institutional llc equity management

    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 From iPM Cloud

    367 228 INDATA

    Firm Utilizes iPM Cloud to host all local servers and in-house technology Founded in 1978, Renaissance Investment Management (RIM) is an SEC-registered investment advisor based in the Greater Cincinnati, Ohio…

    read more
    data center

    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
    new york skyline

    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
    london bridge

    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
    boston skyline

    iPM Client Profile – Renaissance Investment Management

    624 300 INDATA

    Renaissance Investment Management is now live with INDATA’s iPM Renaissance Investment Management is a majority-owned affiliate of Affiliated Managers Group (AMG), a Boston-based holding company. Renaissance provides investment management services…

    read more
    foster city aerial view

    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. Based in Foster City, CA, Bailard…

    read more