INDATA
HQ Address
71 Arch St, Greenwich, CT 06830, United States
Website Address
Business introduction
Modernize, simplify, reduce costs. Leveraging the cloud, the web, APIs, Big Data Analytics and AI
INDATA provides sophisticated investment firms with front-to-back, individual and bespoke software solutions integrating Data Warehouse, BI Reporting and Managed Services in One modular system with one data set
INDATA provides best-of-class software, technology, and managed services to a wide variety of buy-side clients including asset managers, registered investment advisors, wealth management firms, pension funds, and hedge funds.
Assets under management range from under US$1 billion to over US$100 billion across a variety of asset classes both domestic and international. What these organizations have in common is a desire for the latest technology – not only for today but for tomorrow. What sets INDATA apart is its single-minded focus on increasing operational efficiency as part of the technology equation. Like its clients, INDATA is in it for the long term.
INDATA Solutions
INDATA Back Office Managed Services
Back office investment management solutions With INDATA’s back office managed services, firms can tap INDATA experts to support a wide range of managed services related to portfolio accounting, including: Outsourced investment management that involves INDATA acting as an extension of the operations team for back office portfolio accounting activities involving system administration. Complete......
business needs
- Business Process Management & Outsourcing
- Portfolio & Wealth Management Systems
- Trading & Back Office
iPM Cloud
What is iPM cloud? iPM Cloud is a private, cloud-based investment management hosting solution. With this infrastructure, firms have all they need to modernize and optimize. It includes cloud-based investment management software, built-in hardware, and the IT ecosystem. Why investment managers need a purpose-built cloud platform The future of the industry rests in......
business needs
view solution
iPM Portal
Firms have access to mission-critical data and portfolio information with features like customizable dashboards, reports, and documents. This portfolio management solution empowers organizations to operate more efficiently and effectively. Innovative portfolio analytics software With iPM Portal, investment firms can deploy a centralized solution for portfolio management and CRM functionality. These tools enable......
business needs
- Client Engagement & Management
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
iPM Portfolio Architect AI
What is architect AI reporting? Architect AI Reporting is a SaaS platform that aggregates, analyzes, and reports data from any source. It leverages business intelligence (BI) and artificial intelligence (AI) to generate reports. Why investment firms are adopting AI-driven reporting With the constant flow of data from multiple sources, firms need a support......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
