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    portfolio management

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    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 Obtains SOC2 and SSAE 18 Accreditations

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    iPM Sets the Industry Standard for High Availability Software Greenwich, CT — January 3, 2018 – INDATA, a leading industry provider of software, technology, and services for buy-side firms, today…

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    Arga Investment Management Adopts INDATA’s iPM Epic Cloud Suite

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    Firm Gains Greater Trading, Compliance, Reporting & 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 & More Greenwich, CT — August 15, 2017 – INDATA, a leading industry provider of software, technology, and services for buy-side firms, today…

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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 OMSs: 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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