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Posts
AI Investment Management
- 5 Tech Trends in Front Office
- A Modern Hedge Fund’s Guide to Real‑Time Reporting & Investor Transparency
- Active Managers Upgrade PM Tech to Boost Returns
- Active vs. Passive Management: Data-Driven Guide to Key Differences
- Adapting to the FCA’s Short Selling Reforms: A Tech Perspective
- Advanced AI & Analytics Themes: The Future of Investment Management in 2026
- Advanced Data Science in Investment Management
- Advanced Reporting Features: Making Data Work for You in Real-Time
- AI for the Masses: Smaller Shops Access New Tools for Edge
- AI Governance for Compliance Monitoring: Controls, Audit Trails, and Human Review
- Are Asset Managers Failing to Adapt to Digital World?
- Benefits of Cloud-Based Trade Order Management Systems
- Benefits of Using Business Intelligence for Finance
- Beyond the AI Model
- Big Data and Its Developing Role in Buy-Side Firms
- Big Data and the Cloud: What’s the Connection?
- Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management
- BTC Capital Management Chooses INDATA’s iPM Epic for Front-to-Back Office via iPM Cloud
- Choosing the Right Trade Order Management System: Key Features and Benefits
- Cloud-Based Investment Management Software Must-Haves
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- Customizable Dashboards: Enhancing User Experience in Portfolio Management
- Data Aggregation: The Answer to Big Data?
- Data is the Past, Present & Future of Investment Management
- Data Management Tools Are the Only Way to Handle Big Data
- Data-Driven Decision Making in Wealth Management: Analytics That Improve Outcomes
- Data-Driven Decision-Making for Investment Management Firms
- Emerging Finance and Investment Tech Trends: Innovations Shaping Asset Management in 2026
- Ensuring Compliance in Real-Time: Best Practices for Portfolio Managers
- Fintech Workforce to Expand Thanks to AI
- Future Proofing the Front Office: AI
- Future Proofing the Front Office: Data Analytics
- Future-Proofing the Front Office: The Cloud
- Global Investment Trends: Key Drivers Shaping the Future of Finance in 2026
- Growing Scrutiny in Investment Management: Every Problem is an Opportunity
- Hedge Funds Lag on Big Data, Machine Learning: KPMG
- How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches
- How AI & BI Reporting Enhance OMS & Portfolio Management Workflows
- How AI Is Revolutionizing Fintech
- How Asset Management Firms Can Use AI for Data Analytics
- How Emerging Tech is Revolutionizing Client Outreach and Reporting
- How Fintech Works in Investment Management
- How Hedge Funds Are Utilizing AI To Stay Ahead
- How Hedge Funds Can Use AI and Automation to Cut Operational Risk and Free Up Analyst Time
- How Is AI Used in Investment Management?
- How Modern Wealth Tech Is Transforming Client Conversations: A Guide for Financial Advisors
- How To Maximize Efficiency With SaaS and AI
- How Trade Order Management Systems Improve Operational Efficiency
- INDATA Announces Software Release
- INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS
- INDATA Launches Portfolio Architect AI
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Lack of Data Inhibiting AI for Asset Managers?
- Leveraging Technology to Reduce Costs
- Lost at Sea with Data? Taming the Forces of Nature with Big Data Tech
- Managing Compliance in a Changing Regulatory Environment
- Managing Performance Data
- Mastering Financial Data Management: Handling Large Volumes of Data
- Measuring Success: Key Metrics for Portfolio Management Software
- Modernizing Buy-Side Data Management
- Modernizing The Client Experience with New iPM Portal Features
- Order Management System vs. Execution Management System: What’s the Difference?
- Overcoming Legacy Systems: Modernizing Trade Order Management
- Paradigm Capital Management Live With INDATA
- Private Cloud vs Public Cloud Providers
- Reporting Complexity Forcing Buy-Side to Outsource Data Services
- Revolutionizing Portfolio Accounting: Leveraging AI for Enhanced Operations
- Security, Compliance, and Peace of Mind: What Modern Investment Managers Need in 2026
- Simplifying Trade Settlement with INDATA & NYFIX
- Streamlining Trading Operations: From Manual Processes to Automation with AI
- Tech Projects Soar as Asset Managers Adapt To Meet Demands
- Technologies in Asset Management Every New Manager Needs
- Technology Can Be the Differentiator in Investment Management
- Technology Replacing Human Traders at Institutional Investors
- Technology’s Role in the Future of Investment Management
- The Benefits of Managed Back-Office Services
- The Cloud: A Quiet Revolution?
- The Emergence of AI Tools in Portfolio Management
- The Era of Big Data – Implications for Investment Managers
- The Evolution of Portfolio Accounting in the Age of AI and Machine Learning
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- The Future of the Investment Management Workforce
- The Importance of BI Reporting Tools
- The Ongoing Battle of Cybersecurity
- The Past, Present and Future of Investment Management
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Rise of Mobile Investment Management
- The Role of a Master Data Model in Modern Investment Management
- Top 3 Use Cases for Generative AI in Portfolio Management & Trading
- Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients
- Top 5 Reasons to Use Cloud-Based Investment Management Software
- Understanding Managed Middle and Back Office Services
- Wealth Management Reporting: A Comprehensive Guide
- What Buy-Side Firms Really Want in 2026
- What Traders Really Want from an OMS in 2026
- Why Integrated Front‑to‑Back Office Technology Is a Hedge Fund Game‑Changer
- Why Investment Managers Need a Business Intelligence Reporting Tool
- Wide Data & How It Applies to Investment Managers
- Widespread Adoption of Cloud-Based Financial Technology on the Horizon?
Back Office Managed Services
- Big Data Solutions: The Answer to Investment Data Management Needs
- Front-to-Back System Helps Asset Manager Grow Assets, Not Costs
- How AI Is Revolutionizing Fintech
- How Fintech Works in Investment Management
- How Hedge Funds Are Utilizing AI To Stay Ahead
- Inverness Counsel Deploys INDATA Managed Services Offering
- Keeping Up with Dodd-Frank: Why Back Office Also Matters
- Middle/Back Office Systems Increasingly Important for Winning Mandates
- Technologies in Asset Management Every New Manager Needs
- The Benefits of Managed Back-Office Services
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- Understanding Managed Middle and Back Office Services
- What Traders Really Want from an OMS in 2026
BI Reporting
- Advanced Reporting Features: Making Data Work for You in Real-Time
- Common Performance Attribution Reporting Gaps for Growing Investment Firms
- How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches
- How AI & BI Reporting Enhance OMS & Portfolio Management Workflows
- How Internal Reporting Transparency Reduces Operational Risk
- How Private Cloud Platforms Support Fiduciary Data Privacy
- How To Maximize Efficiency With SaaS and AI
- Monitoring Multi-Portfolio Investment Operations with Centralized Reporting
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- The Importance of BI Reporting Tools
- Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients
- What Buy-Side Firms Really Want in 2026
- What Executives Need from Investment Management Dashboards
- What Traders Really Want from an OMS in 2026
- Which Investment KPIs Belong in Real-Time Dashboards?
- Why Investment Managers Need a Business Intelligence Reporting Tool
Big Data
- 5 Tech Trends in Front Office
- A Modern Hedge Fund’s Guide to Real‑Time Reporting & Investor Transparency
- Active vs. Passive Management: Data-Driven Guide to Key Differences
- Adapting to the FCA’s Short Selling Reforms: A Tech Perspective
- Advanced AI & Analytics Themes: The Future of Investment Management in 2026
- Big Data and Its Developing Role in Buy-Side Firms
- Big Data and the Cloud: What’s the Connection?
- Big Data in The News
- Big Data Solutions: The Answer to Investment Data Management Needs
- Big Data Tops Technology Trends
- Big Data: Disruptive Technology?
- Big Data: The Untapped Opportunity for Banks and Buy-Side
- Charting a New Course: Exploring Emerging Trends in Capital Markets
- Cloud-Based Investment Management Software Must-Haves
- Data Aggregation: The Answer to Big Data?
- Data Crunching Managers Strike Analytic Gold
- Data is the Past, Present & Future of Investment Management
- Data Management, Big Data and the Cloud
- EMEA Big Data Datacenter Market to Reach $5.4B by 2019: IDC
- Emerald Advisers Expands iPM Cloud Usage
- Fintech Workforce to Expand Thanks to AI
- Global Investment Trends: Key Drivers Shaping the Future of Finance in 2026
- Hedge Funds Lag on Big Data, Machine Learning: KPMG
- How Asset Management Firms Can Use AI for Data Analytics
- How Modern Wealth Tech Is Transforming Client Conversations: A Guide for Financial Advisors
- How Private Cloud Platforms Support Fiduciary Data Privacy
- How Trade Order Management Systems Can Reduce Risk in Financial Trading
- Indata Launches iPM Epic with Eye Toward Big Data Challenges
- INDATA’s Guide to Trade Order Management Systems: What Firms Need to Know
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Lost at Sea with Data? Taming the Forces of Nature with Big Data Tech
- Managing Performance Data
- Mastering Financial Data Management: Handling Large Volumes of Data
- Modernizing Buy-Side Data Management
- More Big Data in the News
- SEC’s Proposed Changes to Form ADV: Time for RIAs to Prepare?
- The Benefits of Managed Back-Office Services
- The Era of Big Data – Implications for Investment Managers
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Role of a Master Data Model in Modern Investment Management
- Top 5 Reasons to Use Cloud-Based Investment Management Software
- Top Features to Look for in a Trade Order Management System
- What Traders Really Want from an OMS in 2026
- Wide Data & How It Applies to Investment Managers
Blog Articles
- 2016 INDATA User Conference
- 5 Tech Trends in Front Office
- 56 Percent of Respondents Said …
- A Modern Hedge Fund’s Guide to Real‑Time Reporting & Investor Transparency
- Accenture-Greenwich Survey: Replace Siloed Data Management Systems
- Active Managers Upgrade PM Tech to Boost Returns
- Active vs. Passive Management: Data-Driven Guide to Key Differences
- Adapting to the FCA’s Short Selling Reforms: A Tech Perspective
- Advanced AI & Analytics Themes: The Future of Investment Management in 2026
- Advanced Data Science in Investment Management
- Advanced Reporting Features: Making Data Work for You in Real-Time
- AI Governance for Compliance Monitoring: Controls, Audit Trails, and Human Review
- Are Asset Managers Failing to Adapt to Digital World?
- Are OMS/EMS Solutions in Play? If Not, They Should Be.
- Benefits of Cloud-Based Trade Order Management Systems
- Benefits of Using Business Intelligence for Finance
- Beyond the AI Model
- Big Data and Its Developing Role in Buy-Side Firms
- Big Data and the Cloud: What’s the Connection?
- Big Data in The News
- Big Data Solutions: The Answer to Investment Data Management Needs
- Big Data Tops Technology Trends
- Big Data: Disruptive Technology?
- Big Data: The Untapped Opportunity for Banks and Buy-Side
- Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management
- Business Continuity Planning and the Cloud
- Choosing the Right Trade Order Management System: Key Features and Benefits
- Cloud Computing: Good for Businesses of all Sizes
- Cloud Computing: More Confusion
- Cloud-Based Investment Management Software Must-Haves
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- Common Performance Attribution Reporting Gaps for Growing Investment Firms
- Compliance Needs to be Integrated, Technology Can Help
- Compliance: More Important than Ever in 2013
- Complying with Best Practices Can Save Money
- Consultants Urge Managers to Think Long-Term with Tax Windfall Plans
- Customizable Dashboards: Enhancing User Experience in Portfolio Management
- Data Aggregation: The Answer to Big Data?
- Data Crunching Managers Strike Analytic Gold
- Data Governance Needed for Effective Compliance
- Data Management Practices for the Buy-Side
- Data Management Technology Key to New Compliance Regulations
- Data Management Tools Are the Only Way to Handle Big Data
- Data-Driven Decision Making in Wealth Management: Analytics That Improve Outcomes
- Data-Driven Decision-Making for Investment Management Firms
- Effective Data Management Tools Key to Satisfying New Regs
- EMEA Big Data Datacenter Market to Reach $5.4B by 2019: IDC
- Emerging Finance and Investment Tech Trends: Innovations Shaping Asset Management in 2026
- Ensuring Compliance in Real-Time: Best Practices for Portfolio Managers
- ESG Data Integration: A Key to Sustainable Business Practices
- Fintech and Traditional Finance: The Convergence of Two Worlds
- Fintech Workforce to Expand Thanks to AI
- From Data to Decisions: How Modern Platforms Enable Strategic Conversations with Clients
- FTF News Features INDATA: Dana Investment Advisors Deploys INDATA’s Cloud Platform
- FundFire – Industry News: AI
- Future Proofing the Front Office: AI
- Future Proofing the Front Office: Data Analytics
- Future-Proofing the Front Office: The Cloud
- GARP Feature – AI’s Inroads in Investment Management
- Global Assets Under Management Rise 12% Reaching $79.2 Trillion
- Global Investment Trends: Key Drivers Shaping the Future of Finance in 2026
- Growing Scrutiny in Investment Management: Every Problem is an Opportunity
- Harnessing APIs and Ecosystem Connectivity for Competitive Advantage
- Hedge Funds Lag on Big Data, Machine Learning: KPMG
- How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches
- How Advanced Portfolio Accounting and Outsourcing Boost Business Growth
- How AI & BI Reporting Enhance OMS & Portfolio Management Workflows
- How AI Is Revolutionizing Fintech
- How Asset Management Firms Can Use AI for Data Analytics
- How Emerging Tech is Revolutionizing Client Outreach and Reporting
- How Fintech Works in Investment Management
- How Hedge Funds Are Utilizing AI To Stay Ahead
- How Hedge Funds Can Use AI and Automation to Cut Operational Risk and Free Up Analyst Time
- How Internal Reporting Transparency Reduces Operational Risk
- How Is AI Used in Investment Management?
- How Modern Wealth Tech Is Transforming Client Conversations: A Guide for Financial Advisors
- How Private Cloud Platforms Support Fiduciary Data Privacy
- How the Cloud Can Make Due Diligence Easier for Investment Managers
- How To Maximize Efficiency With SaaS and AI
- How Top Investment Firms Can Optimize Trade Order Management System Usage
- How Trade Order Management Systems Can Reduce Risk in Financial Trading
- How Trade Order Management Systems Improve Operational Efficiency
- Hunter Capital Management Chooses INDATA for Front-to-Back Investment Management Platform
- Improved Regulatory Tech Yields Increased Transparency
- INDATA Announces Software Release
- INDATA Announces Software Release
- INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS
- INDATA Presents at Northern Trust ITS Conference
- INDATA Regional Client Conference Recap
- INDATA UK Client Workshop Recap
- INDATA User Conference 2016 Survey 1 Results
- INDATA User Conference 2016 Survey 2 Results
- INDATA User Conference 2016 Survey 3 Results
- INDATA’S Response to COVID-19
- INDATA’s Guide to Trade Order Management Systems: What Firms Need to Know
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Investment Team Training: Boosting Performance and Strategy
- Is Zero Infrastructure Possible? Yes.
- Keeping Up with Dodd-Frank: Why Back Office Also Matters
- Lack of Data Inhibiting AI for Asset Managers?
- Legacy Portfolio Accounting Systems: A Closer Look
- Legacy Systems: The Nexus of Applying Experience to Inefficiency
- Lost at Sea with Data? Taming the Forces of Nature with Big Data Tech
- Mastering Financial Data Management: Handling Large Volumes of Data
- Measuring Success: Key Metrics for Portfolio Management Software
- Middle/Back Office Systems Increasingly Important for Winning Mandates
- MiFID II: Q1 2017 Update
- Modernizing Buy-Side Data Management
- Modernizing The Client Experience with New iPM Portal Features
- Money Isn’t Everything in Cloud Computing Moves
- Monitoring Multi-Portfolio Investment Operations with Centralized Reporting
- More Big Data in the News
- More Predictions for 2012
- New Developments in Global Shareholder Disclosure Reporting
- Order Management System vs. Execution Management System: What’s the Difference?
- Overcoming Legacy Systems: Modernizing Trade Order Management
- Pier Capital Live with INDATA
- Poke and Swipe is Nothing New: Seeing Beyond the “Wow” Factor of Apps
- Position Your Firm for Growth and Make Changes Now for Dodd-Frank
- Predictions for 2012
- Private Cloud vs Public Cloud Providers
- Remembering Steve Jobs
- Revolutionizing Portfolio Accounting: Leveraging AI for Enhanced Operations
- Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs
- SEC’s Proposed Changes to Form ADV: Time for RIAs to Prepare?
- Security, Compliance, and Peace of Mind: What Modern Investment Managers Need in 2026
- Silos Still Prevalent
- Simplifying Trade Settlement with INDATA & NYFIX
- Streamlining Trading Operations: From Manual Processes to Automation with AI
- Switching OMSs: Not as Daunting as One Would First Suppose
- Tech Projects Soar as Asset Managers Adapt To Meet Demands
- Technologies in Asset Management Every New Manager Needs
- Technology Can Be the Differentiator in Investment Management
- Technology is the Only Way to Meet Compliance Challenges Head On
- Technology Replacing Human Traders at Institutional Investors
- Technology’s Role in the Future of Investment Management
- The Benefits of Managed Back-Office Services
- The Cloud: A Quiet Revolution?
- The Countdown to T+1: What INDATA Is Doing to Assist Clients
- The End (of the Way It Used to Be)
- The Evolution of Portfolio Accounting in the Age of AI and Machine Learning
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- The Future of the Investment Management Workforce
- The Importance of BI Reporting Tools
- The Importance of Geographic Failover as Part of Cloud Based Solutions
- The Ongoing Battle of Cybersecurity
- The Past, Present and Future of Investment Management
- The Pros and Cons of Cloud Computing
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Rise of Mobile Investment Management
- The Role of a Master Data Model in Modern Investment Management
- Top 3 Use Cases for Generative AI in Portfolio Management & Trading
- Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients
- Top 5 Reasons to Use Cloud-Based Investment Management Software
- Top Features to Look for in a Trade Order Management System
- Traders Magazine Features: INDATA Explores 3 Disruptive Tech Trends
- UMA Assets and the Global Investment Performance Standards (GIPS®)
- Understanding Managed Middle and Back Office Services
- Upgrading Legacy To Keep Up With Regulatory Uncertainty
- Waiting to Gauge Dodd-Frank Could Be a Bad Move
- Wealth Management Reporting: A Comprehensive Guide
- What Buy-Side Firms Really Want in 2026
- What Defines the Cloud?
- What Executives Need from Investment Management Dashboards
- What Traders Really Want from an OMS in 2026
- When Information is Siloed, Business Risks are Elevated
- Where Front-to-Back Office Integration Breaks Down During Growth
- Which Investment KPIs Belong in Real-Time Dashboards?
- Why Integrated Front‑to‑Back Office Technology Is a Hedge Fund Game‑Changer
- Why Investment Managers Need a Business Intelligence Reporting Tool
- Wide Data & How It Applies to Investment Managers
- Widespread Adoption of Cloud-Based Financial Technology on the Horizon?
Case Studies
Client Profiles
- INDATA Client Profile: Advisory Research Investment Management
- INDATA Client Profile: Agincourt Capital Management
- INDATA Client Profile: Dana Investment Advisors
- INDATA Client Profile: Fundsmith
- INDATA Client Profile: GF Asset Management
- INDATA Client Profile: Paradigm Capital Management
- INDATA Client Profile: Pzena Investment Management
- INDATA Client Profile: Sound Shore Management
Cloud
- Benefits of Cloud-Based Trade Order Management Systems
- Big Data and the Cloud: What’s the Connection?
- BTC Capital Management Chooses INDATA’s iPM Epic for Front-to-Back Office via iPM Cloud
- Business Continuity Planning and the Cloud
- Buy-Side Firms Turn to Cloud-Based Portfolio Management Systems
- Cloud Computing: Good for Businesses of all Sizes
- Cloud Computing: More Confusion
- Cloud-Based Investment Management Software Must-Haves
- DANA INVESTMENT ADVISORS IMPLEMENTS INDATA iPM PRIVATE CLOUD
- Data Management, Big Data and the Cloud
- Emerald Advisers Expands iPM Cloud Usage
- FTF News Features INDATA: Dana Investment Advisors Deploys INDATA’s Cloud Platform
- Future-Proofing the Front Office: The Cloud
- How Hedge Funds Are Utilizing AI To Stay Ahead
- How the Cloud Can Make Due Diligence Easier for Investment Managers
- How To Maximize Efficiency With SaaS and AI
- INDATA Chief Sees Buy Side Embracing Cloud
- Is Zero Infrastructure Possible? Yes.
- Money Isn’t Everything in Cloud Computing Moves
- More Predictions for 2012
- Predictions for 2012
- Private Cloud vs Public Cloud Providers
- Resources Management Corp. Picks INDATA’s iPM Epic via iPM Cloud
- The Cloud: A Quiet Revolution?
- The Importance of Geographic Failover as Part of Cloud Based Solutions
- The Ongoing Battle of Cybersecurity
- The Pros and Cons of Cloud Computing
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- Top 5 Reasons to Use Cloud-Based Investment Management Software
- What Buy-Side Firms Really Want in 2026
- What Defines the Cloud?
- What Traders Really Want from an OMS in 2026
- Widespread Adoption of Cloud-Based Financial Technology on the Horizon?
Compliance
- Adapting to the FCA’s Short Selling Reforms: A Tech Perspective
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- Compliance Needs to be Integrated, Technology Can Help
- Compliance: More Important than Ever in 2013
- Data Governance Needed for Effective Compliance
- INDATA Launches Compliance as a Service
- Managing Compliance in a Changing Regulatory Environment
- Security, Compliance, and Peace of Mind: What Modern Investment Managers Need in 2026
- Technology is the Only Way to Meet Compliance Challenges Head On
- What Buy-Side Firms Really Want in 2026
Data Management
- 5 Tech Trends in Front Office
- Accenture-Greenwich Survey: Replace Siloed Data Management Systems
- Active vs. Passive Management: Data-Driven Guide to Key Differences
- Are Asset Managers Failing to Adapt to Digital World?
- Big Data and Its Developing Role in Buy-Side Firms
- Big Data in The News
- Big Data Solutions: The Answer to Investment Data Management Needs
- Big Data Tops Technology Trends
- Big Data: Disruptive Technology?
- Big Data: The Untapped Opportunity for Banks and Buy-Side
- Charting a New Course: Exploring Emerging Trends in Capital Markets
- Cloud-Based Investment Management Software Must-Haves
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- Complying with Best Practices Can Save Money
- Data Aggregation: The Answer to Big Data?
- Data Crunching Managers Strike Analytic Gold
- Data Governance Needed for Effective Compliance
- Data is the Past, Present & Future of Investment Management
- Data Management Practices for the Buy-Side
- Data Management Technology Key to New Compliance Regulations
- Data Management Tools Are the Only Way to Handle Big Data
- Data Management, Big Data and the Cloud
- Data-Driven Decision-Making for Investment Management Firms
- Effective Data Management Tools Key to Satisfying New Regs
- EMEA Big Data Datacenter Market to Reach $5.4B by 2019: IDC
- ESG Data Integration: A Key to Sustainable Business Practices
- Fintech Workforce to Expand Thanks to AI
- From Data to Decisions: How Modern Platforms Enable Strategic Conversations with Clients
- Future Proofing the Front Office: AI
- Future Proofing the Front Office: Data Analytics
- Future-Proofing the Front Office: The Cloud
- Harnessing APIs and Ecosystem Connectivity for Competitive Advantage
- Hedge Funds Lag on Big Data, Machine Learning: KPMG
- How Is AI Used in Investment Management?
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Lack of Data Inhibiting AI for Asset Managers?
- Leveraging Technology to Reduce Costs
- Managing Performance Data
- Mastering Financial Data Management: Handling Large Volumes of Data
- Middle/Back Office Systems Increasingly Important for Winning Mandates
- Modernizing The Client Experience with New iPM Portal Features
- More Big Data in the News
- More Predictions for 2012
- Order Management System vs. Execution Management System: What’s the Difference?
- Predictions for 2012
- SEC’s Proposed Changes to Form ADV: Time for RIAs to Prepare?
- Technologies in Asset Management Every New Manager Needs
- Technology Can Be the Differentiator in Investment Management
- Technology Replacing Human Traders at Institutional Investors
- Technology’s Role in the Future of Investment Management
- The Era of Big Data – Implications for Investment Managers
- The Ongoing Battle of Cybersecurity
- The Past, Present and Future of Investment Management
- The Role of a Master Data Model in Modern Investment Management
- Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients
- Waiting to Gauge Dodd-Frank Could Be a Bad Move
- What Traders Really Want from an OMS in 2026
- When Information is Siloed, Business Risks are Elevated
- Why Integrated Front‑to‑Back Office Technology Is a Hedge Fund Game‑Changer
- Wide Data & How It Applies to Investment Managers
- Widespread Adoption of Cloud-Based Financial Technology on the Horizon?
DOCUMENT UPDATES
- Accenture-Greenwich Survey: Replace Siloed Data Management Systems
- BTC Capital Management Chooses INDATA’s iPM Epic for Front-to-Back Office via iPM Cloud
- Data Crunching Managers Strike Analytic Gold
- Data Governance Needed for Effective Compliance
- Data Management, Big Data and the Cloud
- EMEA Big Data Datacenter Market to Reach $5.4B by 2019: IDC
- INDATA Announces Quarterly Release of iPM Epic Investment Management Platform
- INDATA Enhances iPM Portal
- INDATA Launches Compliance as a Service
- INDATA Launches iPM Portal
- INDATA Offers New FactSet Data Options for iPM Epic Clients
- Lost at Sea with Data? Taming the Forces of Nature with Big Data Tech
- Modernizing The Client Experience with New iPM Portal Features
- Payments in 2016: An Industry Forecast
- Q1 2016
- Q2 2016
- Q3 2016
- Q4 2016
EPIC DATA/ ANALYSIS
- Accenture-Greenwich Survey: Replace Siloed Data Management Systems
- EMEA Big Data Datacenter Market to Reach $5.4B by 2019: IDC
- INDATA Announces Quarterly Release of iPM Epic Investment Management Platform
- INDATA Offers New FactSet Data Options for iPM Epic Clients
- Lost at Sea with Data? Taming the Forces of Nature with Big Data Tech
Events
- INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS
- INDATA Presents at Northern Trust ITS Conference
- INDATA Showcases Advanced Functionality for Advisors at the T3 Conference
- Visit INDATA at the AIMA Australia Annual Forum 2022
- Visit INDATA at The Exchange Network Chicago Meeting 2023
- Visit INDATA at the T3 Advisor Conference 2023
- Visit INDATA at TradeTech Europe 2023
Featured
- Advanced Reporting Features: Making Data Work for You in Real-Time
- Atomos Investments Boosts Portfolio Management & Trading Efficiency with INDATA OMS
- Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- DANA INVESTMENT ADVISORS IMPLEMENTS INDATA iPM PRIVATE CLOUD
- Data-Driven Decision Making in Wealth Management: Analytics That Improve Outcomes
- FTF News Features INDATA: Dana Investment Advisors Deploys INDATA’s Cloud Platform
- Future Proofing the Front Office: AI
- Future Proofing the Front Office: Data Analytics
- Future-Proofing the Front Office: The Cloud
- GF ASSET MANAGMENT LIVE WITH INDATA
- Green Alpha Advisors Powers Sustainable Investing with INDATA’s Front-to-Back Investment Management Platform
- How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches
- How Advanced Portfolio Accounting and Outsourcing Boost Business Growth
- How Is AI Used in Investment Management?
- How Top Investment Firms Can Optimize Trade Order Management System Usage
- INDATA Announces New Software Release
- INDATA Announces Nexus AI-Connected Investment Management Update
- INDATA Announces Software Release
- INDATA Announces Software Release
- INDATA ANNOUNCES SOFTWARE RELEASE INTEGRATING GENERATIVE AI CAPABILITIES
- INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS
- INDATA Client Profile: Pzena Investment Management
- INDATA Client Profile: Sound Shore Management
- INDATA Receives SOC 2 Type 2 Accreditation
- INDATA Showcases Advanced Functionality for Advisors at the T3 Conference
- Modernizing The Client Experience with New iPM Portal Features
- Overcoming Legacy Systems: Modernizing Trade Order Management
- Pier Capital Live with INDATA
- Revolutionizing Portfolio Accounting: Leveraging AI for Enhanced Operations
- RICHIE CAPITAL GROUP LIVE WITH INDATA
- Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs
- Streamlining Trading Operations: From Manual Processes to Automation with AI
- Technology’s Role in the Future of Investment Management
- The Countdown to T+1: What INDATA Is Doing to Assist Clients
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Role of a Master Data Model in Modern Investment Management
- The Trade: Automating Client Outreach
- Top 3 Use Cases for Generative AI in Portfolio Management & Trading
- Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients
- Traders Magazine Features: INDATA Explores 3 Disruptive Tech Trends
- Wealth Management Reporting: A Comprehensive Guide
- What Buy-Side Firms Really Want in 2026
- What Traders Really Want from an OMS in 2026
- Why Investment Managers Need a Business Intelligence Reporting Tool
FUNCTIONALITY ALERTS
In The Media
- A Big Data Vision
- AI for the Masses: Smaller Shops Access New Tools for Edge
- Buy-Side Firms Turn to Cloud-Based Portfolio Management Systems
- Data is the Past, Present & Future of Investment Management
- Data Management, Big Data and the Cloud
- Finextra Feature: Advanced Performance Reporting in Wealth Management
- Finextra: Automating Client Outreach and Reporting
- Firms Show Little Interest in Third-Party Data Utilities, Survey Says
- FTF News Features INDATA: Dana Investment Advisors Deploys INDATA’s Cloud Platform
- FundFire – Industry News: AI
- GARP Feature – AI’s Inroads in Investment Management
- INDATA Chief Sees Buy Side Embracing Cloud
- INDATA Combines CRM with Research Mgmt in iPM Connect
- Indata Launches iPM Epic with Eye Toward Big Data Challenges
- Managers Grapple with Oversight of Tech and Ops Projects
- Managers Prep to Automate More Functions in 2019
- No-Robo Interview
- Payments in 2016: An Industry Forecast
- TechEdge AI Feature – How AI Trends Are Shaping Wealth Management Firms in 2024
- The Emergence of AI Tools in Portfolio Management
- The Trade: Automating Client Outreach
- Traders Magazine Features: INDATA Explores 3 Disruptive Tech Trends
Industry Topics
- 5 Tech Trends in Front Office
- A Big Data Vision
- Accenture-Greenwich Survey: Replace Siloed Data Management Systems
- Charting a New Course: Exploring Emerging Trends in Capital Markets
- Consultants Urge Managers to Think Long-Term with Tax Windfall Plans
- Data Crunching Managers Strike Analytic Gold
- Data Management, Big Data and the Cloud
- Front-to-Back System Helps Asset Manager Grow Assets, Not Costs
- Global Assets Under Management Rise 12% Reaching $79.2 Trillion
- INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS
- More Big Data in the News
- New Developments in Global Shareholder Disclosure Reporting
- Payments in 2016: An Industry Forecast
- SEC’s Proposed Changes to Form ADV: Time for RIAs to Prepare?
- The Countdown to T+1: What INDATA Is Doing to Assist Clients
- The Ongoing Battle of Cybersecurity
- The Past, Present and Future of Investment Management
iPM
iPM CLOUD
Legacy Systems
- 56 Percent of Respondents Said …
- Data Management Tools Are the Only Way to Handle Big Data
- Legacy Portfolio Accounting Systems: A Closer Look
- Legacy Systems: The Nexus of Applying Experience to Inefficiency
- Silos Still Prevalent
- Upgrading Legacy To Keep Up With Regulatory Uncertainty
- When Information is Siloed, Business Risks are Elevated
OMS/FRONT OFFICE
Other
Outsourcing
Portfolio Accounting
- How Advanced Portfolio Accounting and Outsourcing Boost Business Growth
- Legacy Portfolio Accounting Systems: A Closer Look
- Revolutionizing Portfolio Accounting: Leveraging AI for Enhanced Operations
- The Evolution of Portfolio Accounting in the Age of AI and Machine Learning
- The Role of a Master Data Model in Modern Investment Management
- What Buy-Side Firms Really Want in 2026
- What Traders Really Want from an OMS in 2026
Portfolio Management
- A Modern Hedge Fund’s Guide to Real‑Time Reporting & Investor Transparency
- Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management
- Buy-Side Firms Turn to Cloud-Based Portfolio Management Systems
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- Customizable Dashboards: Enhancing User Experience in Portfolio Management
- Ensuring Compliance in Real-Time: Best Practices for Portfolio Managers
- How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Measuring Success: Key Metrics for Portfolio Management Software
- Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs
- The Emergence of AI Tools in Portfolio Management
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- The Future of the Investment Management Workforce
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Role of a Master Data Model in Modern Investment Management
- Top 3 Use Cases for Generative AI in Portfolio Management & Trading
- Wealth Management Reporting: A Comprehensive Guide
- What Buy-Side Firms Really Want in 2026
- What Traders Really Want from an OMS in 2026
- Which Investment KPIs Belong in Real-Time Dashboards?
Press Releases
- Advisory Research Live with INDATA Front-to-Back Office SaaS
- Agincourt Capital Management Upgrades to INDATA’s iPM Epic Solution
- Arga Investment Management Adopts INDATA’s iPM Epic Cloud Suite
- Atomos Investments Boosts Portfolio Management & Trading Efficiency with INDATA OMS
- BTC Capital Management Chooses INDATA’s iPM Epic for Front-to-Back Office via iPM Cloud
- Cape Ann Asset Management Implements INDATA iPM Software Suite
- CGM Funds Live with INDATA
- DANA INVESTMENT ADVISORS IMPLEMENTS INDATA iPM PRIVATE CLOUD
- Denali Advisors Live on INDATA iPM Epic OMS
- ECO Advisors Live With INDATA’S Cloud-Based iPM OMS
- Emerald Advisers Expands iPM Cloud Usage
- EULAV Asset Management Live on INDATA iPM Epic OMS
- EULAV Asset Management Live on INDATA Middle/Back Office Software
- Fundsmith Live with INDATA Architect AI OMS
- GF ASSET MANAGMENT LIVE WITH INDATA
- Green Alpha Advisors Powers Sustainable Investing with INDATA’s Front-to-Back Investment Management Platform
- Hosking & Co. Implements INDATA iPM Epic for Investment Management
- Hunter Capital Management Chooses INDATA for Front-to-Back Investment Management Platform
- INDATA Announces New Software Release
- INDATA Announces Nexus AI-Connected Investment Management Update
- INDATA Announces Quarterly Release of iPM Epic Investment Management Platform
- INDATA Announces Software Release
- INDATA Announces Software Release
- INDATA Announces Software Release – 8/2021
- INDATA Announces Software Release – 9/2020
- INDATA ANNOUNCES SOFTWARE RELEASE INTEGRATING GENERATIVE AI CAPABILITIES
- INDATA Announces the Release of Epic Data API
- INDATA Enhances iPM Portal
- INDATA Enhances Platform for MiFID II Compliance
- INDATA Epic Data API to Improve Data Integration for Pzena
- INDATA Launches Compliance as a Service
- INDATA Launches iPM Portal
- INDATA Launches Portfolio Architect AI
- INDATA Obtains SOC2 and SSAE 18 Accreditations
- INDATA Offers New FactSet Data Options for iPM Epic Clients
- INDATA Receives SOC 2 Type 2 Accreditation
- INDATA Receives SOC 2 Type 2 Accreditation
- INDATA Releases Architect AI Data Analytics
- INDATA Showcases Advanced Functionality for Advisors at the T3 Conference
- Inverness Counsel Deploys INDATA Managed Services Offering
- Kiltearn Partners Implements INDATA iPM Epic Big Data Platform for Investment Management
- MCT Upgrades to INDATA’s iPM Cloud
- Palo Capital Management Selects INDATA’s iPM Epic For Front-to-Back Office
- Paradigm Capital Management Live With INDATA
- Pier Capital Live with INDATA
- Quay Global Investors Live with INDATA Architect AI OMS
- Renaissance Investment Management Upgrades to iPM Cloud & iPM Epic
- Resources Management Corp. Picks INDATA’s iPM Epic via iPM Cloud
- RICHIE CAPITAL GROUP LIVE WITH INDATA
- Wright Investors’ Service Outsources on INDATA
Regulation and Standards
- Effective Data Management Tools Key to Satisfying New Regs
- Improved Regulatory Tech Yields Increased Transparency
- Keeping Up with Dodd-Frank: Why Back Office Also Matters
- Position Your Firm for Growth and Make Changes Now for Dodd-Frank
- Predictions for 2012
- The Countdown to T+1: What INDATA Is Doing to Assist Clients
- UMA Assets and the Global Investment Performance Standards (GIPS®)
- Upgrading Legacy To Keep Up With Regulatory Uncertainty
- Waiting to Gauge Dodd-Frank Could Be a Bad Move
Technology
- 5 Tech Trends in Front Office
- 56 Percent of Respondents Said …
- A Big Data Vision
- A Modern Hedge Fund’s Guide to Real‑Time Reporting & Investor Transparency
- Adapting to the FCA’s Short Selling Reforms: A Tech Perspective
- Advanced AI & Analytics Themes: The Future of Investment Management in 2026
- Advanced Data Science in Investment Management
- Advanced Reporting Features: Making Data Work for You in Real-Time
- AI for the Masses: Smaller Shops Access New Tools for Edge
- Are OMS/EMS Solutions in Play? If Not, They Should Be.
- Benefits of Cloud-Based Trade Order Management Systems
- Benefits of Using Business Intelligence for Finance
- Big Data and the Cloud: What’s the Connection?
- Big Data in The News
- Big Data Solutions: The Answer to Investment Data Management Needs
- Big Data Tops Technology Trends
- Big Data: Disruptive Technology?
- Big Data: The Untapped Opportunity for Banks and Buy-Side
- Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management
- Choosing the Right Trade Order Management System: Key Features and Benefits
- Compliance Needs to be Integrated, Technology Can Help
- Customizable Dashboards: Enhancing User Experience in Portfolio Management
- Data Aggregation: The Answer to Big Data?
- Data Governance Needed for Effective Compliance
- Data Management Practices for the Buy-Side
- Data Management Technology Key to New Compliance Regulations
- Data-Driven Decision Making in Wealth Management: Analytics That Improve Outcomes
- ECO Advisors Live With INDATA’S Cloud-Based iPM OMS
- EMEA Big Data Datacenter Market to Reach $5.4B by 2019: IDC
- Emerging Finance and Investment Tech Trends: Innovations Shaping Asset Management in 2026
- Ensuring Compliance in Real-Time: Best Practices for Portfolio Managers
- EULAV Asset Management Live on INDATA Middle/Back Office Software
- Fintech and Traditional Finance: The Convergence of Two Worlds
- Fintech Workforce to Expand Thanks to AI
- Firms Show Little Interest in Third-Party Data Utilities, Survey Says
- Future Proofing the Front Office: AI
- Future-Proofing the Front Office: The Cloud
- Global Investment Trends: Key Drivers Shaping the Future of Finance in 2026
- Growing Scrutiny in Investment Management: Every Problem is an Opportunity
- Harnessing APIs and Ecosystem Connectivity for Competitive Advantage
- How AI Is Revolutionizing Fintech
- How Asset Management Firms Can Use AI for Data Analytics
- How Hedge Funds Can Use AI and Automation to Cut Operational Risk and Free Up Analyst Time
- How Modern Wealth Tech Is Transforming Client Conversations: A Guide for Financial Advisors
- How To Maximize Efficiency With SaaS and AI
- How Trade Order Management Systems Can Reduce Risk in Financial Trading
- How Trade Order Management Systems Improve Operational Efficiency
- Improved Regulatory Tech Yields Increased Transparency
- INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS
- INDATA Enhances iPM Portal
- INDATA Launches iPM Portal
- INDATA Regional Client Conference Recap
- INDATA UK Client Workshop Recap
- INDATA’s Guide to Trade Order Management Systems: What Firms Need to Know
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Investment Team Training: Boosting Performance and Strategy
- Legacy Portfolio Accounting Systems: A Closer Look
- Legacy Systems: The Nexus of Applying Experience to Inefficiency
- Leveraging Technology to Reduce Costs
- Managing Compliance in a Changing Regulatory Environment
- Mastering Financial Data Management: Handling Large Volumes of Data
- Measuring Success: Key Metrics for Portfolio Management Software
- Modernizing Buy-Side Data Management
- More Big Data in the News
- Order Management System vs. Execution Management System: What’s the Difference?
- Overcoming Legacy Systems: Modernizing Trade Order Management
- Poke and Swipe is Nothing New: Seeing Beyond the “Wow” Factor of Apps
- Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs
- SEC’s Proposed Changes to Form ADV: Time for RIAs to Prepare?
- Security, Compliance, and Peace of Mind: What Modern Investment Managers Need in 2026
- Silos Still Prevalent
- Simplifying Trade Settlement with INDATA & NYFIX
- Streamlining Trading Operations: From Manual Processes to Automation with AI
- Switching OMSs: Not as Daunting as One Would First Suppose
- Tech Projects Soar as Asset Managers Adapt To Meet Demands
- Technologies in Asset Management Every New Manager Needs
- Technology Can Be the Differentiator in Investment Management
- Technology is the Only Way to Meet Compliance Challenges Head On
- Technology’s Role in the Future of Investment Management
- The Benefits of Managed Back-Office Services
- The Era of Big Data – Implications for Investment Managers
- The Evolution of Portfolio Accounting in the Age of AI and Machine Learning
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- The Future of the Investment Management Workforce
- The Importance of BI Reporting Tools
- The Past, Present and Future of Investment Management
- The Pros and Cons of Cloud Computing
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Rise of Mobile Investment Management
- The Role of a Master Data Model in Modern Investment Management
- Top 3 Use Cases for Generative AI in Portfolio Management & Trading
- Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients
- Top 5 Reasons to Use Cloud-Based Investment Management Software
- Top Features to Look for in a Trade Order Management System
- Upgrading Legacy To Keep Up With Regulatory Uncertainty
- What Buy-Side Firms Really Want in 2026
- What Traders Really Want from an OMS in 2026
- When Information is Siloed, Business Risks are Elevated
- Where Front-to-Back Office Integration Breaks Down During Growth
- Why Integrated Front‑to‑Back Office Technology Is a Hedge Fund Game‑Changer
- Wide Data & How It Applies to Investment Managers
- Widespread Adoption of Cloud-Based Financial Technology on the Horizon?
Trade Order Management Articles
- Benefits of Cloud-Based Trade Order Management Systems
- Benefits of Using Business Intelligence for Finance
- Choosing the Right Trade Order Management System: Key Features and Benefits
- Cloud-Based Investment Management Software Must-Haves
- Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance
- Data is the Past, Present & Future of Investment Management
- How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches
- How AI & BI Reporting Enhance OMS & Portfolio Management Workflows
- How Emerging Tech is Revolutionizing Client Outreach and Reporting
- How Fintech Works in Investment Management
- How To Maximize Efficiency With SaaS and AI
- How Top Investment Firms Can Optimize Trade Order Management System Usage
- How Trade Order Management Systems Can Reduce Risk in Financial Trading
- How Trade Order Management Systems Improve Operational Efficiency
- INDATA’s Guide to Trade Order Management Systems: What Firms Need to Know
- Integrating Third-Party Systems: The Power of Open APIs in Investment Management
- Order Management System vs. Execution Management System: What’s the Difference?
- Overcoming Legacy Systems: Modernizing Trade Order Management
- Simplifying Trade Settlement with INDATA & NYFIX
- Streamlining Trading Operations: From Manual Processes to Automation with AI
- The Future of Investment Management: SaaS Solutions for Portfolio Optimization
- The Rise of Cloud-Native Investment Platforms: Benefits and Challenges
- The Role of a Master Data Model in Modern Investment Management
- Top 3 Use Cases for Generative AI in Portfolio Management & Trading
- Top 5 Reasons to Use Cloud-Based Investment Management Software
- Top Features to Look for in a Trade Order Management System
- What Buy-Side Firms Really Want in 2026
- What Traders Really Want from an OMS in 2026
