INDATA Receives SOC 2 Type 2 Accreditation

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    560 218 INDATA

    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 – March 12, 2024 – INDATA, a leading industry provider of software, technology, and managed services for buy-side firms, today announced the successful completion of its SOC (Service Organization Control) 2 Type 2 audit.

    A-I-C-P-A S-O-CConducted by an independent auditor, the certification verifies that the system architecture and security controls across iPM, iPM Cloud, and associated INDATA products & services follow strict information security policies and procedures providing the highest standard for security, availability, processing, integrity, and confidentiality of customer data as established by the AICPA. A rigorous examination process was conducted over several months, concluding with a successful audit authenticating the effectiveness of the company’s policies, procedures, and controls.

    “Our latest software release provides a number of advanced capabilities typically found in more costly stand-alone systems combined with the efficiency of a SaaS-based model that includes ongoing software updates accompanied by the security of an individual private-cloud infrastructure, ensuring client data privacy in line with fiduciary best practices.”

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    About INDATA®

    INDATA is a leading specialized provider of software, technology, and managed outsourcing 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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    Media Contact:  David Csiki,