Posts Tagged :

    portfolio management

    AI for the Masses: Smaller Shops Access New Tools for Edge

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    Artificial Intelligence in asset management is no longer just for giants like BlackRock and Fidelity. Small and medium-sized managers can increasingly access machine learning technology from third-party providers – although…

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    Indata iPM Epic Software

    INDATA Obtains SOC2 and SSAE 18 Accreditations

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    iPM Software and iPM Cloud Solutions Continue to Set the Industry Standard for High Availability Software, Technology and Services Offerings Greenwich, CT — January 3, 2018 – INDATA, a leading…

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    BTC Capital Management Implements INDATA’s iPM Epic Investment Management Software Suite

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    Firm Gains Front-to-Back Office Integration and Open Architecture  delivered via the Cloud INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that BTC Capital…

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    Arga Investment Management Implements INDATA’s Cloud-Based iPM Epic Software Suite

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    Firm Gains Greater Trading, Compliance, Reporting and Back Office Capabilities Greenwich, CT — September 13, 2017 – INDATA, a leading industry provider of software, technology and services for buy-side firms,…

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    Cape Ann Asset Management Implements INDATA iPM Software Suite

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    Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance, Shadow Accounting and Reporting Greenwich, CT — August 15, 2017 – INDATA, a leading industry provider of software, technology and services for…

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    Big Data Tops Technology Trends

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    Interesting article in last week’s Institutional Investor on future technology trends. While many of the trends cited in the article seem quite abstract and subject to change based on business…

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    Switching OMS’s: Not as Daunting as One would First Suppose

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    While the cost of the new OMS might be an issue with some vendors, the actual conversion and implementation of an OMS is really not that difficult, especially compared with an endeavor like switching portfolio accounting systems.

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