Solution introduction

INDATA Managed Services create operational efficiency, reduce costs, and improve transparency in line with industry best practices for outsourcing certain functions and administrative processes

INDATA offers a complete range of outsourcing services that can act as an extension of the investment manager’s operations, compliance, and/or tech teams. INDATA Managed Services offer both a complete outsourcing solution as well as “a la carte” services options

INDATA Managed Services are offered by INDATA to in-house or iPM Cloud clients and provide remote system administration and verification by INDATA staff.
The goal of INDATA Managed Services is to allow in-house or cloud clients to function in an outsourced environment while still benefiting from the open architecture that iPM Epic provides. INDATA Managed Services allows clients to operate in a “hands-free” environment without having to worry about or staff around processing functions. In addition, operations and administrative staff can shift their focus from processing functions to other functions that relate to core business.

Compliance as a Service
INDATA’s Compliance-as-a-Service is a fully integrated compliance offering that provides software, technology, services and data via a single, fully-integrated solution.

INDATA ARS (Advanced Recon Services)
ARS is a service offered by INDATA that provides daily reconciliation services for clients using INDATA’s software tools and established custodians. The goal of INDATA ARS is to provide a fully outsourced reconciliation solution for clients.  

INDATA CA (Corporate Actions)
INDATA Corporate Actions is a service offered by INDATA for in-house and iPM Cloud clients that provides a consolidated data file, delivered on a daily basis, of merger, acquisition and spinoff activity involving U.S. domestic equities covered by INDATA.

INDATA ROR (Rate-of-Return)
INDATA ROR is a service offered by INDATA that provides proactive rate-of-return (ROR) verification by INDATA Staff. The goal of INDATA ROR is to provide rate-of-return monitoring, troubleshooting and correction due to erroneous data.

Data/IT services
In a world of ever-increasing complexity with regards to technology as well as the ever increasing volumes of data that is being created and used in the investment process, INDATA’s Data and IT services provide a valuable resource for operations and technology professionals of investment firms.

Implementation services
For new clients implementing iPM Epic, INDATA offers a wide range of professional services that include installation, training (both on-site and remote), project governance, data conversion, report writing, and other services required by clients to implement INDATA’s iPM Epic software suite for maximum effect.

Investment research/brokerage services
Gordon Haskett Capital Corporation (GHCC), our broker/dealer affiliate, offers research products for a wide variety of investment strategies and approaches.

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