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    investment management AI

    How Is AI Used in Investment Management?

    1000 672 INDATA

    Managing investments remains a very complex aspect of financial services. With so many factors having an impact, investment decisions must be fast and accurate to ensure a positive outcome. The…

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    Digital world

    The Countdown to T+1: What INDATA Is Doing to Assist Clients

    1000 407 INDATA

    On May 28, 2024, U.S., Canadian, and Mexican equity trades will settle on a T+1 basis. As a software and services provider to the buy-side, we have been working diligently…

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    indata a-i

    INDATA Receives SOC 2 Type 2 Accreditation

    560 218 INDATA

    INDATA Software-as-a-Service (SaaS), Cloud & Managed Services Offerings Continue to Exceed Industry Standards Allowing Clients to Operate Securely, Remotely and Efficiently Greenwich, CT – March 12, 2024 – INDATA, a…

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    Wealth reporting in investment management

    Guide to Improving Performance Reporting for Wealth Management Firms

    500 299 INDATA

    Wealth management reporting can and should be a competitive advantage for any investment firm. Investment strategies are unique from firm to firm and end clients expect customized and personalized performance…

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    business man utilizing technology

    Technology’s Role in the Future of Investment Management

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    Technology’s Role in the Future of Investment Management Investment Management has become more automated, more data-driven, and more transparent due to technological innovation. Finance and technology are now interlinked, creating…

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    solving the data challenges

    Future Proofing the Front Office: Data Analytics

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    Data Analytics Powered by APIs – Solving the Data Challenge Part 2 of a 3-part series on Future-Proofing the Front Office. Want to download the full Whitepaper directly? Get it…

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    Disruptive tech cloud

    Future-Proofing the Front Office: The Cloud

    500 257 INDATA

    Future-Proofing the Front Office: Cloud-Based Asset Management Part 1 of a 3 part series on Future-Proofing the Front Office.  There are several key considerations in the pursuit of future-proofing the…

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    indata a-i

    INDATA Announces New Software Release

    560 218 INDATA

    More than 150 Enhancements Made Across Back, Middle and Front Office SaaS Greenwich, CT – September 12, 2023 – INDATA, a leading industry provider of software, technology and managed services…

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    artificial intelligence investment management

    Future Proofing the Front Office: AI

    1024 582 INDATA

    Future Proofing the Front Office: AI Part 3 of a 3-part series on Future-Proofing the Front Office. Want to download the full Whitepaper directly? Get it here! From a technology…

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    t3 conference

    INDATA Showcases Advanced Functionality for Advisors at the T3 Conference

    464 198 INDATA

    Practical AI Tools Automate Front Office Functions including Tax-Optimized Rebalancing, Overlay Management, Compliance & OMS via INDATA SaaS Greenwich, CT – March 13, 2023 – INDATA®, a leading industry provider…

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