iPM-Intelligent Portfolio Mgmt

9 Greenwich Office Park
Greenwich, CT 06830

click for phone



INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office.

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


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 »

Product Website


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 »

Product Website


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 »

Product Website

View all products »

News about INDATA

INDATA Lauches iPM Portal

Posted 6/12/2019

Clients of INDATA

  • Pzena Investment Management
  • Luther King Capital Management
  • Renaissance Investment Management
  • Dana Investment Advisors