INDATA Receives SOC 2 Type 2 Accreditation

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    159 158 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 – April 21, 2021 – 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.

    Conducted 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 a number of months, concluding with a successful audit authenticating the effectiveness of the company’s policies, procedures and controls.

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    “The fact that we successfully conducted our SOC 2 audit during the COVID-19 pandemic and associated lockdowns greatly affirms the fact that we have invested significantly and continue to invest in our world-class software, infrastructure and services to the benefit of our clients”

    David Csiki, INDATA

    “We are extremely pleased to have achieved this accreditation, which attests to our expertise as a service organization and also the quality and commitment of our employees,” commented David J. Csiki, President of INDATA.

    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