Press Releases Archives

INDATA Showcases Advanced Functionality for Advisors at the T3 Conference

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March 10, 2023

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…

Pier Capital Live with INDATA

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February 14, 2023

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…

DANA INVESTMENT ADVISORS IMPLEMENTS INDATA iPM PRIVATE CLOUD

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December 6, 2022

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,…

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

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October 25, 2022

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…

INDATA Announces Software Release

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February 4, 2022

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…

Quay Global Investors Live with INDATA Architect AI OMS

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October 18, 2021

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…

Fundsmith Live with INDATA Architect AI OMS

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August 17, 2021

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…

INDATA Announces Software Release – 8/2021

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August 9, 2021

INDATA Announces Software Release More than 300 Enhancements and System Changes Made Across Front, Middle and Back Office Software Products & Services Greenwich, CT – August 10, 2021 – INDATA,…

INDATA Receives SOC 2 Type 2 Accreditation

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April 21, 2021

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 – April 21, 2021 – INDATA, a…

CGM Funds Live with INDATA

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March 13, 2021

Fund Manager Improves Compliance, Trading, Portfolio Management & Operations Workflows via Fully Integrated Cloud-based Solution Greenwich, CT – March 16, 2021 – INDATA®, a leading industry provider of software, technology…

Press Releases