INDATA’s iPM Portfolio Architect AI, the investment industry’s first portfolio construction, modeling, rebalancing and reporting solution based on AI and machine learning.
Architect AI leverages natural language as well as voice capabilities to perform complex workflows rapidly, which allows portfolio managers to work more efficiently, effectively reducing the number of steps in a given process and minimizing the reliance on complex software coupled with external spreadsheets that dominate many of today’s front office workflows. The system also utilizes machine learning as well as deep learning to tailor and optimize the portfolio management process for the individual needs of each firm and their unique investment strategies.
USED BY FIRMS WITH <$1 BILLION IN AUM TO OVER $80 BILLION IN AUM
KEY FEATURES & SOFTWARE MODULES
INDATA’s iPM Epic software suite is based on the INDATA iPM – Intelligent Portfolio Management® platform, a set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise.
iPM was designed to increase end user productivity, enhance the investment process and offers real-time risk, compliance and performance monitoring as well as integrated tools for marketing. Implementation of iPM Epic has shown to significantly improve business agility and decrease operational risk & administrative overhead while providing investment managers with greater transparency and a competitive advantage for targeting and managing new and existing business.
Portfolio Accounting & Billing
iPM Back Office is a multi-instrument, multi-currency portfolio accounting system. It maintains transaction archives, capital changes, dividends, pricing and all other back-office portfolio maintenance functions. The system also has an extensive array of back-office tools such as automated reconciliation capabilities.
iPM Back Office contains hundreds of standard reports that cover such areas as client statements, portfolio holdings, historical transactions, portfolio analysis, performance & attribution. Performance and reporting capabilities provided full GIPS compliance. All of this functionality is standard as part of a complete reporting package.
iPM Back Office also provides a multi-tiered billing structure that uses daily and month-end market values for accounts and account groups. The system allows users to generate customizable fee structures and to produce customized invoices as well as track all payment and historical billing information.
2018 INDATA UK Client Workshop Recap
The Emergence of AI Tools in Portfolio Management
Lost at Sea with Data? Taming the Forces of Nature with Big Data Tech
Investing in Big Data is Top Priority, but Buy Side Asks, “Whose Job is it?”
Switching OMS’S: Not As Daunting As One Would First Suppose
Data Governance Needed for Effective Compliance