INDATA
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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The buy-side heads into 2026 facing a transformative period. Markets are volatile, operational costs continue to rise, regulatory expectations are tightening, and AI adoption has shifted from an experimental phase…
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Trading desks are under more pressure than ever. Markets are moving faster, data volumes keep growing, and clients expect seamless execution with zero friction. As investment firms modernize their technology…
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As portfolio accounting continues to evolve, several drivers are shaping its transformation. Among the factors leading this evolution include artificial intelligence (AI) and machine learning, which stand to quickly become…
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Portfolio accounting encompasses back-office tasks, which can be time-consuming and hard to manage. These tasks become more voluminous and complex as firms expand and add clients and portfolios. Every firm…
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Savvy investment firms realize the need to modernize their portfolio accounting software. An ideal path to achieve this is to update legacy portfolio accounting solutions with those that can harness…
read moreThe most interesting statistic cited was that most of the firms surveyed had upgraded their portfolio accounting systems in the past 5 years. To say the least, this indicates a high overall level of dissatisfaction with portfolio accounting solutions in general, which is something we see out in the marketplace quite a bit.
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