Investment Management Technology


    iPM Cloud: Cloud-Based Investment Management Technology

    INDATA offers advanced, cloud-based investment management technology solutions that prioritize security, privacy, and scalability. Our model allows investment managers to focus on managing assets and client investments, while minimizing distractions related to technology, IT, and security. Our technology is based on a private cloud architecture with built-in hardware and physical infrastructure security, providing a secure and reliable solution for investment management.

    Whether you are an investment manager seeking to leverage big data analytics with INDATA’s iPM Cloud software, or looking to host proprietary applications tailored to your clients, iPM Cloud provides a comprehensive, cutting-edge technology solution for investment management. In today’s fast-paced markets, it is essential for investment managers to have access to the best technology infrastructure. iPM Cloud can help you achieve this and excel in your field.



    iPM software hosting
    Data Analytics, &
    Proprietary client software hosting options.

    Leverage Your Private Cloud

    Access Anywhere

    iPM Cloud combines the security advantages of a dedicated hosted environment with the convenience of a SaaS (Software as a Service) model. Each INDATA client has access to a private environment with built-in hardware and physical infrastructure security, ensuring the protection of sensitive data and information.

    Built-in Disaster Recovery

    Ensure Peace of Mind

    iPM Cloud provides a variety of benefits for financial management companies, including built-in disaster recovery and full redundancy, ensuring enhanced uptime and rapid data recovery in case of unforeseen events.

    Increase Speed to Market

    Instant Scalability

    iPM Cloud, INDATA’s proprietary solution, delivers data and infrastructure that can quickly scale to meet the evolving needs of clients, providing a competitive advantage by facilitating a faster time to market than conventional hosted or standard SaaS models.


    INDATA’s cloud-based investment management technology enables wealth management firms to access the tools they need, regardless of location. iPM Cloud delivers a secure, remote environment that enables teams to collaborate in real time, using the most current data.

    INDATA handles the technology aspects of investment management, allowing wealth management firms to focus on delivering modern software solutions. By reducing the need for in-house hardware, networking, and maintenance, firms can focus on managing customer investments instead of managing an IT department. By providing a streamlined solution, INDATA’s investment management technology enables clients to increase their offerings and better serve their clients.



    iPM Cloud offers the full security benefits of a dedicated hosted environment but with the flexibility of a SaaS Model (Software as a Service).

    iPM Cloud grants INDATA clients access to a private environment that features built-in hardware and physical infrastructure security at every level. The solution includes all hardware, software, and ongoing maintenance costs, as well as high availability disaster recovery. Additionally, with INDATA’s proprietary investment management technology model, data and infrastructure delivered via iPM can be accessed remotely and can be rapidly scaled to meet the evolving needs of clients.

    INDATA’s cloud-based architecture dramatically reduces time to production and eliminates the need for hardware maintenance, networking requirements, and costs on the client side. Updates are automatically tested and rolled out without any additional time or labor required from the client’s team. With in-house IT expenses out of the picture, our wealth management technology allows investment managers to focus on managing assets rather than managing technology.

    iPM Cloud investment management technology also enables clients to leverage emerging big data technologies. The software can quickly process and analyze large quantities of data, while allowing clients to customize both the input and output to meet their specific needs. INDATA’s technology empowers clients to make rapid decisions and pivot strategies based on real-time data analysis and predictions, enabling them to stay ahead of the competition.

    Investment Management Technology Differentiates Wealth Management Firms From the Competition

    In today’s rapidly evolving financial landscape, it’s essential for financial management firms to adopt cutting-edge technologies for data gathering and analysis. Partnering with a leading provider of wealth management technology is an intelligent strategy to stay ahead of the curve and meet the high expectations of modern clients.

    INDATA offers a comprehensive solution that can give your investment firm a competitive edge. Contact us today to discover how we can help your firm excel.

    Automate Big Data Challenges

    Optimization & Visualization

    Automate your big data challenges within each aspect of the investment process, including optimizing the capture, storage, search, sharing, analysis and visualization of data from a front, middle and back office perspective for competitive advantage. 

    Enhance User Workflow

    Increase Efficiency

    Improve your ability to guide the end user’s daily workflow, allowing them to operate efficiently and make better decisions. Users receive proactive alerts to situations and/or processes that need immediate or future attention giving you real-time control.

    Leverage The Cloud

    Access Anywhere

    Now, you can leverage iPM EPIC via iPM Cloud, a private cloud hosting solution, to greatly simplify installation, maintenance and ongoing support. Easily leverage software & services without managing underlying IT infrastructure.