INDATA Announces Software Release – 9/2020

    indata attribution software
    1024 426 INDATA

    INDATA Announces Software Release

    More than 200 Enhancements and System Changes Made Across Front, Middle and Back Office Software Products

    Greenwich, CT – September 22, 2020 – INDATA, a leading industry provider of software, technology and managed services for buy-side firms, today announced a software release providing enhanced functionality and productivity improvements based on client feedback and industry demand.

    Highlights include improved attribution dashboards for portfolio managers based on intraday data, enhanced portfolio modeling & rebalancing capabilities and views, streamlined workflows for trade approval, additional connectivity options and automation with custodian banks, broker supported algos and downstream systems, sophisticated asset class handling for options, currency forwards and other asset classes, as well as numerous changes requested by clients spanning front, middle and back office.

    In addition to traditional functionality, INDATA utilizes NLP (Natural Language Processing), a subfield of AI, to offer improvements in important areas by automating complex workflows and eliminating keystrokes for portfolio managers, traders, compliance and operations professionals. Whether it is used to rapidly set up new securities or to create more efficient trading scenarios, NLP offers tangible benefits for end users, saving them time while making the system easier to use. In addition to AI, INDATA’s products integrate best-of-class technology including the cloud, the web, APIs and Data Analytics/Data Warehouse/BI Reporting within a single, modular solution.

    indata attribution software

    Highlights include improved attribution, enhanced portfolio modeling, greater asset class coverage,
    additional connectivity/automation with custodians/brokers/downstream systems,
    and new AI-based NLP (Natural Language Processing) workflows

    “We are very pleased to announce this software release,” commented David Csiki, President of INDATA. “Collectively, the enhancements we have made offer significant advantages to clients. Whether for existing clients looking to improve their current workflows or for new clients that are replacing existing systems and looking to gain greater efficiency and costs savings by having portfolio management, attribution, trading, compliance and reporting within a single system, INDATA is unique within the industry in that we offer continuous improvement of our software products, all of which are included for clients without the costly upgrade fees found in competing systems,” he added.

    About INDATA
    INDATA is a leading specialized provider of software, technology and managed services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® – the industry’s first investment technology platform specifically designed for the era of big data and iPM Portfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

    INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit or follow us on Twitter: @indataipm

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    Contact us today to get a copy of the release notes!