Inverness Counsel Deploys INDATA Managed Services Offering

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Inverness Counsel Deploys INDATA Managed Services Offering

Firm Utilizes INDATA End-of-Day (EOD) Pricing Service, iPM Cloud Technology Hosting and Epic Date API Solutions

Greenwich, CT – November 8, 2018 – INDATA®, a leading industry provider of software technology and services for buy-side firms, today announced that Inverness Counsel, a privately owned investment counsel firm registered with the SEC headquartered in New York City with more than $3.1 Billion in AUM, has successfully implemented INDATA’s Managed Services offering including INDATA EOD, iPM Cloud and Epic Data API.

Inverness Counsel, one of the largest independent registered investment advisors (RIA) in the United States with a long-term track record working with high net worth individuals, families and trusts, was looking for ways to streamline its operations and technology efforts, a long-term INDATA software client, Inverness explored both in-house and third-party solutions before selecting INDATA.

With INDATA’s SOC 2 Type II and SSAE 18 Type II Audited Managed Services Offering, investmentfirms are expertly positioned for growth where essential
operational activities and the tech required to accommodate future growth in terms of AUM becomes elastic and services-based so as to scale to the needs of each individual client while containing costs.

“Now that we have implemented INDATA’s Managed Services Offering we anticipate being able to focus more of our time on our core business of offering continuous advice to clients,” commented Phillip Lawrence, President & CEO.

Among the services utilized by Inverness are INDATA’s EOD Service, which automates end of day pricing; iPM Cloud, which provides software and technology hosting services
and Epic Data API, which provides a technology platform based on APIs for connecting with other third-party systems as well as enterprise business intelligence (BI) reporting, including mobile, based on iPM Epic’s big data technology approach. Hosting these tools in iPM Cloud allows INDATA clients to benefit from state-of-the-art technology.

“We are very pleased that Inverness Counsel has selected our Managed Services Offering and look forward to serving their operational, technology and software needs,” commented David J. Csiki, President of INDATA.

For more information on INDATA’s Managed Services Offering, visit 


INDATA is a leading specialized provider of software, technology and 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.                                         Read more
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