INDATA Nexus Core
INDATA Nexus Core provides the ability to leverage AI within the INDATA system based on available LLMs that can be chosen by the end client.
What it offers
- The ability to query data available within the system based on INDATA’s Integrated Master Data Model (IMDM), including holdings, transactions, trading activity, performance, and much more
- Get answers to complex questions in seconds that would take time to bring up within a given software screen or report
- Includes Q&A capability as well as the ability to save searches for future use
- Results are provided in a full AI narrative which also includes the actual query that was used and run to provide “sanity checks” as well as full transparency
- Results are displayed in grids that can be exported to excel
- Graphs and charts visualizing data can also be created which can be exported for use in external programs
Advantages
INDATA Nexus Core is the gateway to AI based on INDATA’s Integrated Master Data Model (IMDM), which provides a high level of data accuracy in terms of results. The ability to choose which LLMs are used is also key as firms may have preferences based on their own AI usage.
INDATA Nexus Enterprise
INDATA Nexus Enterprise extends the ability to leverage AI within the INDATA system based on available LLMs that can be chosen by the end client. The system provides robust administrative functionality to control your firm’s AI usage internally as well as the ability to connect INDATA’s IMDM to external AI Agents via a secure MCP Server.
What it Offers
- Like INDATA Nexus Core, INDATA Nexus Enterprise provides the ability to query data available within the system based on INDATA’s IMDM including holdings, transactions, trading activity, performance, and more
- Robust Admin functionality provides the ability to control LLM usage on demand including enabling or disabling LLMs “on the fly”
- Full Audit trail of AI usage across the firm by end user
- The ability to partition INDATA’s IMDM by user in terms who has access to what data by function with the firm, i.e. trading, portfolio management, back office, compliance, etc.
- The ability to leverage Agentic AI to run essential functions within the INDATA system including creating trades as well as administrative and operational tasks
- The ability to connect externally used AI Agents to INDATA’s IMDM via the system’s MCP Server for performing AI processes outside of the INDATA System or integrating external data providers that support MCP
Advantages:
INDATA Nexus Enterprise give clients complete control over their AI activities across the firm as well as the ability to automate manual processes efficiently using AI creating greater speed and efficiency for end users. INDATA’s MCP Server provides the ability to “wire up” your own internal AI tools that are being leveraged for even greater efficiency. Leverage MCP to create your own open ecosystem of AI empowered tools and data providers.
INDATA Nexus API
INDATA Nexus API provides the ability to view, visualize and consume data based on all of the INDATA REST API endpoints utilized by the system and also inbound APIs where data is being pulled into the INDATA system. All data within available APIs can be displayed visually, including graphs, charts, and other useful widgets that can be made into custom dashboards which can be displayed for each end user.
What it offers
- Access to a full library of INDATA published APIs based on INDATA’s IMDM which includes holdings, transactions, trading activity, performance, and much more
- The ability to view API data in real time and configure data end points to be used
- The ability to leverage preconfigured dashboards of data containing graphs, charts and useful widgets
- The ability to create new dashboards on-the-fly using a “drag & drop” approach
- The ability to publish dashboards for end users by saving and naming them
- The ability to configure INDATA APIs for usage with external systems
Advantages:
INDATA Nexus API give clients complete control over their data including all outbound and inbound APIs. It also provides a level of system customization that is unparalleled in SaaS solutions for investment management. Create and publish your own custom dashboards that provide real value to your firm and end users based on your own unique investment strategy and operating model. Connect your external systems in real-time via INDATA APIs. Eliminate data silos and outdated batch processes.
INDATA Nexus Mobile
INDATA Nexus Mobile provides the ability to view, visualize, and
What it offers
- The same powerful AI chat features for searching and visualizing data from the INDATA IMDM which includes holdings, transactions, trading activity, performance, and much more
- The ability to view REST API endpoints
- The ability to create customizable mobile dashboards on the fly
- Choose from a complete library of graphs, charts and widgets available within the INDATA Nexus system
- The ability to review and approve trades created within the INDATA SaaS solution for investment management
- Additional and expanding functionality such as the ability to create trades and send them to the trading desk via the App.
Advantages:
