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indata nexus

INDATA Announces Nexus AI-Connected Investment Management Update

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INDATA ANNOUNCES MAJOR SOFTWARE RELEASE SETTING NEW STANDARD FOR AI-CONNECTED INVESTMENT MANAGEMENT https://www.indataipm.com/wp-content/uploads/2026/05/Press-Release-Video-w-Thumbnail.mp4   Greenwich, CT – May 12, 2026 – INDATA, a leading industry provider of cloud-native, SaaS-based solutions…

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atomos

Atomos Investments Boosts Portfolio Management & Trading Efficiency with INDATA OMS

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UK Manager benefits from INDATA’s Advanced Functionality for Managing Model and Bespoke Portfolios Greenwich, CT – March 17, 2026 – INDATA, a leading industry provider of cloud-native, SaaS-based investment management…

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sound shore fund

INDATA Client Profile: Sound Shore Management

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Sound Shore Management, a long-time INDATA OMS client, conducted an industry search as part of an initiative to replace its legacy portfolio accounting system. With a preference to maintain an…

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ai wealth management

Data-Driven Decision Making in Wealth Management: Analytics That Improve Outcomes

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Key Takeaways Wealth management data analytics enables firms to optimize their use of critical information from multiple sources. Data is the key to better decisions across the spectrum of wealth…

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bi reporting ai

Advanced Reporting Features: Making Data Work for You in Real-Time

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Key Takeaways Real-time portfolio performance reporting drives efficiency and visibility. Firms need modern platforms that can scale and have special features for advanced reporting. Enhanced reporting can be a differentiator…

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cloud-native software

The Rise of Cloud-Native Investment Platforms: Benefits and Challenges

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Key Takeaways Cloud investment portfolio management software is custom-made for these environments. Firms are adopting solutions in the cloud to gain efficiency, reduce costs, and gain more insights. Migrating from…

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master data model

The Role of a Master Data Model in Modern Investment Management

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Across the buy side, many firms are planning to invest in AI-based approaches, providing further automation and greater insights. But many are discovering the same issue: advanced AI technology can…

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cloud native platform

How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches

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Launching a new investment strategy has always been complex. Today, it’s also happening in a more competitive and cost-sensitive environment for many investment firms. Market volatility, ongoing fee pressure, and…

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Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients

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Customer reports provide insights and transparency around performance. Creating them can be time-consuming for portfolio managers. Errors are common, and most require manual processes, using spreadsheets and other external sources.…

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llm

Top 3 Use Cases for Generative AI in Portfolio Management & Trading

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Investment firms are diving into AI, using it in many different ways. From automation to data aggregation to generative AI portfolio management, organizations are finding unique ways to apply this…

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