Order & Execution Management

    TRADE ORDER MANAGEMENT SYSTEM

    The iPM Portfolio Architect AI trade order management system is designed to meet the needs of Traders, Portfolio Managers, and Compliance Officers. It provides an at-a-glance overview of key data relevant to all buyside trading activities, bridging the gap between the high-level portfolio overviews required by portfolio managers and the real-time, market-driven data needed by traders, simplifying the trade order management process and increasing speed and efficiency for end users through “one-click” functionality, “look-throughs” and efficient dashboards that can be configured by user and relevant teams through user profiles.

    TOP FEATURES OFFERED

    FULL TRADE ORDER MANAGEMENT

    Full IBOR or Flush & Fill Options Available (full trade order management system)

    REAL-TIME COMPLIANCE

    Comprehensive Pre-trade, Post-trade and Real-time Compliance with Full Services

    PORTFOLIO MODELING

    Strong Portfolio Modeling, Model Portfolio Maintenance and Attribution (AI investment software)

    ADVANCED TRADING

    Advanced Trading Capabilities (full order management system, oms ems)

    REGULATORY REPORTING

    Full Event-Driven Audit Trail & Regulatory Reporting

    BI REPORTING

    Fully Integrated BI (Business Intelligence) Reporting

    MANAGED SERVICES

    Managed Services Options for Back Office, Custodial Data Recon, etc.

    AI TOOLS

    Automating complex and multi-faceted workflows with AI based tools

    Wealth reporting in investment management

    LEVERAGE AI TO MAXIMIZE EFFICIENCY

    INDATA’s Portfolio Architect AI Trade Order Management System leverages AI tools like natural language processing (NLP) to perform complex workflows more quickly, allowing all investment management roles, including portfolio managers, traders, compliance, operations, and key executives, to work more efficiently. By reducing the number of clicks and keystrokes required in any given process, Architect AI saves firms significant time.

    Our fund manager software is fully customizable, providing an optimized trade order management process that aligns with each firm’s unique investment strategies and enhances productivity.

    Key Technology

    -> Web-based; No IT required, Easy Access, No Software Updates Needed
    -> True SaaS, unlike competing solutions
    -> Private Cloud, Public Cloud or In-house Deployed Option
    -> Big Data Analytics/In-memory Computing Resource Included
    -> Leverages Practical AI like Natural Language Processing & Machine Learning
    -> Full API, Fintech Approach
    -> The Open OMS/PMS

    FREQUENTLY ASKED QUESTIONS

    Investment professionals are familiar with OMS systems, but may be wondering how they differ from EMS systems. As technology evolves, the roles of traders, portfolio managers, compliance officers, and ops are more important than ever and becoming even more integrated. However, the primary distinctions between the two types of systems are in who uses them and for what purpose.

    An Order Management System (OMS) is a software platform that helps investment firms manage their portfolio holdings, orders, executions, and compliance activities related to trading in a centralized and efficient manner. By automating various manual processes, an OMS streamlines the order lifecycle (lifecycle of a trade) and helps companies increase their operational efficiency and trading performance.

    EMS systems are primarily used by traders to ensure streamlined trading activities by providing fast, reliable, and accurate access to a variety of trading venues and platforms.

    INDATA’s Portfolio Architect AI offers investment firms an all-in-one solution, streamlining portfolio management, trading, compliance, and operations through a single trade order management system that serves all end users efficiently.

    ADDITIONAL RESOURCES

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