Verified
INDATA
iPM-Intelligent Portfolio Mgmt
click for phone
About INDATA
INDATA’s iPM Portfolio Architect AI is 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.
Products by INDATA
By INDATA
INDATA’s broker and network-neutral OMS links traders with portfolio managers, executing brokers, compliance and back office staff in real-time, resulting in error-free trading. Unlike other OMS providers, INDATA doesn’t “take a toll” from your brokers by maintaining its own FIX network.... Read more »
By INDATA
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... Read more »
By INDATA
INDATA iPM - Intelligent Portfolio Management® is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process and offer real-time risk, compliance... Read more »
Content by INDATA
Future Proofing the Front Office
By INDATA
Emerging technologies are reshaping how the buyside front office operates. This white paper explores three (3) disruptive technologies and demonstrates how buyside firms can position themselves to maximize the competitive advantages of each.
Read More
News about INDATA
GF ASSET MANAGEMENT LIVE WITH INDATA
Posted 3/5/2025
PARADIGM CAPITAL MANAGEMENT LIVE WITH INDATA
Posted 12/12/2024
INDATA Lauches iPM Portal
Posted 6/12/2019
Clients of INDATA
- Pzena Investment Management
- Luther King Capital Management
- Renaissance Investment Management
- Dana Investment Advisors
INDATA is listed under
