Palo Capital Management Selects INDATA’s iPM Epic For Front-to-Back Office

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    624 300 INDATA

    Greenwich, CT, June 24, 2015 – INDATA®, a leading industry provider of software and services for buy-side firms, today announced that Palo Capital, an investment advisor based in Newport Beach, CA, has selected INDATA’s iPM Epic® platform for their front-to-back office needs.

    The industry’s first investment management platform specifically designed for the era of big data, INDATA’s iPM Epic system was selected over competing systems because of the strength of its portfolio modeling, reconciliation and compliance capabilities, especially the system’s ability to capture a complete audit trail of all investment and operational events.

    As a front-to-back office client, Palo Capital will be using the iPM Epic system on a fully integrated basis for a range of functions including portfolio accounting, performance, reporting, billing, automated reconciliation, portfolio modeling, trade order management and fully integrated compliance (pre-trade, post-trade, and real-time).

    “Investment firms are increasingly not only looking to streamline their investment processes, but also their data management capabilities, and with a multitude of different regulatory bodies and jurisdictions around the world all requiring different information, it is also becoming essential to have a system which can harmonize data flows both internally and externally,” commented David J. Csiki, President, “Our iPM Epic solution will help provide a streamlined process to Palo Capital and are pleased to have been selected as their enterprise investment management system.”

    For more information on INDATA and its iPM Epic system, go to

    About INDATA®
    INDATA is a leading industry provider of software 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. 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 (i.e. equity, fixed income, etc.) both domestic and international. For more information, visit or follow us on Twitter: @indataipm

    Click here to download the full Press Release.