The investment industry’s first OMS solution based on AI and machine learning, Architect AI is a portfolio construction, modeling, rebalancing, compliance, trading and reporting solution made to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently.
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iPM Portal integrates portfolio analytics as well as CRM functions, providing users with a holistic view of portfolio information including performance analytics and contact information for portfolios, accounts and composites. iPM Portal also includes external client access features that provide a cutting-edge digital experience for the end client, putting mission critical Information in the hands of client-facing end users via the web.
-> Customizable dashboards for individual, customized, or aggregate level accounts
-> A web-based, external access view of account information, reporting, transactions and documents for end client’s assigned accounts
-> Performance analytics and portfolio data for accounts including rates-of-returns, holdings, transactions, etc.
-> Full Microsoft Outlook integration, Account/Portfolio note collection, Document Management, Mail Merge, etc.
-> A secure and insightful window for clients to view their account information
-> Customization of accessible information provided to the licensee’s clients
-> Custom web-based, interactive dashboards and reports for your entire organization
-> “Plug-in” to all of your data providers including front/middle/back-office systems, market data, CRM, research and other sources of data, including spreadsheets
-> A true SaaS. Choose from cloud-based, iPM Private or public cloud options or in-house/deployed solutions
-> Create a central data repository and benefit from practical AI like Natural Language Processing & Machine Learning both now and in the future
What Our Clients Are Saying
“I could not be happier with the decision I made to migrate everything to the cloud and choosing INDATA as our partner. When the COVID-19 lockdown directive was issued, all of our associates were able to work from wherever necessary without any glitches. All of our associates and I are extremely grateful to the Indata team for making this happen.”
“The iPM system provides a competitive technology package that combines the most sought-after industry features and functionality, especially in the area of compliance. iPM Compliance allows us to really customize our compliance rules throughout the different levels of the trading process. We can then leverage this to set our firm apart and grow our institutional business.”
“The nature of our business requires us to demonstrate a complete audit capability for our entire investment process for compliance and regulatory purposes. iPM provides these capabilities whilst also providing tools to automate the major aspects of our investment workflow such as dealing and back office accounting.”
“After an extensive review of a number of established vendors, it became clear that INDATA was the best system to meet our requirements. Now that we have the iPM Epic system in place we are in a position to effectively manage the firm’s growth whilst delivering robust compliance capabilities for our clients.”
“Having experienced significant growth, we began to look at ways that we could fully leverage our investment data to maximum effect” “The strength of INDATA’s iPM Epic system is that it allows us to extend our capabilities to be able to capture and work with data in ways that are very beneficial to our operations and marketing efforts.”
“Choosing iPM Cloud has proven essential to our growth strategy, since it removes the technical obstacles and IT expenditures that firms like ours would typically experience in trying to get remote sites up and running.”
“The fact that iPM is very easy to use and seamlessly integrates the automated trading platform with the portfolio management system has helped tremendously.”