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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

    Guide to Performance Reporting for Wealth Management

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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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    indata software release

    INDATA Announces Software Release

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    More than 150 Enhancements and System Changes Made Across Front, Middle and Back Office Software & Managed Services Greenwich, CT – February 8, 2022 – INDATA, a leading industry provider…

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    Quay global investors logo

    Quay Global Investors Live with INDATA Architect AI OMS

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    Australian Fund Manager Utilizes Architect AI to Automate Portfolio Management, Compliance and Trading Functions Greenwich, CT and Sydney, Australia – October 19, 2021 – INDATA®, a leading industry provider of…

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    Fundsmith equity fund logo

    Fundsmith Live with INDATA Architect AI OMS

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    Global Fund Manager utilizes Architect AI to Automate Trading, Portfolio Management, Compliance and Reporting Functions Greenwich, CT and London, UK – August 18, 2021 – INDATA®, a leading industry provider…

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    the trade

    The Trade: Automating Client Outreach

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    INDATA’s President and COO Dave Csiki discusses in The Trade News outlining how emerging technologies can provide a better solution for client outreach and reporting. Read the Article Here

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