Products by INDATA

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  • iPM - Intelligent Portfolio Management

    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
  • iPM Trading

    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
  • iPM Back Office

    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
  • Web-Enabled CRM

    iPM Connect is an innovative platform that integrates CRM, Research Management, Portfolio Management and reporting tools into one customizable, iPad compatible interface via the cloud. For CRM, iPM Connect contains a complete range of functionalities including those that are typically only... Read More

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