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    Future Proofing the Front Office: AI

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    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…

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    INDATA Showcases Advanced Functionality for Advisors at the T3 Conference

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    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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    Future Proofing the Front Office: Data Analytics

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    Future Proofing the Front Office: 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…

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    Pier Capital

    Pier Capital Live with INDATA

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    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…

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    dana investments

    DANA INVESTMENT ADVISORS IMPLEMENTS INDATA iPM PRIVATE CLOUD

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    Moves from On-Premise Deployment Model to INDATA SaaS Greenwich, CT – December 6, 2022 – INDATA®, a leading industry provider of software, technology and managed outsourcing services for buyside firms,…

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    Traders Magazine Features INDATA: Whitepaper Explores Three Disruptive Technology Trends

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    Featured in Traders Magazine: INDATA Whitepaper Explores Three Disruptive Technology Trends Read the Traders Magazine Article Here Download the full whitepaper directly: Future-Proofing the Front Office.

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    Future-Proofing the Front Office: The Cloud

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    Future-Proofing the Front Office: The Cloud Part 1 of a 3 part series on Future-Proofing the Front Office.  Emerging technologies are propelling buyside front-office trends while simultaneously delivering a competitive…

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    Advisory Research Live with INDATA Front-to-Back Office SaaS

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    Firm replaces Separate OMS and Portfolio Accounting Systems with Single, Fully Integrated INDATA SaaS Solution delivered via INDATA’s iPM Private Cloud Greenwich, CT – October 25, 2022 – INDATA®, a…

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    Wealth reporting in investment management

    Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage

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    Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage Investment management is a burgeoning industry worth over $100 trillion. However, the market can change on a dime based…

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