INDATAThe 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.
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.
-> 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
On May 28, 2024, U.S., Canadian, and Mexican equity trades will settle on a T+1 basis. As a software and services provider to the buy-side, we have been working diligently with our trade…
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More than 150 Enhancements Made Across Back, Middle and Front Office SaaS Greenwich, CT – September 12, 2023 – INDATA, a leading industry provider of software, technology and managed services for buyside firms,…
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In Fundfire’s latest article, INDATA’s David Csiki provides industry commentary on Broadridge’s decision to add an AI chatbot to their trading platform and discusses best practices surrounding AI use cases for asset managers.…
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