INDATA
INDATA’s Architect AI Reporting is a modern Software-as-a-Service (SaaS) solution. It allows investment managers to aggregate data sources and integrate data from key providers to provide enterprise-wide BI reporting.
Architect AI Reporting works within INDATA’s iPM, the industry’s first investment management platform designed for the era of big data.
INDATA created iPM to work effectively with a variety of large data sets. Those sources can be internal or external. Investment management routinely uses these with great effort and a significant expenditure of resources. BI reporting tools, powered with AI, simplify this workflow.
Business intelligence reporting describes using tools and technology to analyze and present data, delivering insights for informed decision-making. It creates workflows for automated data collection, analysis, and presentation.
It’s a versatile tool that can support performance assessment, trend identification, insight awareness, and data accuracy. It serves a prominent role in investment management, simplifying processes and delivering actionable insights.
Business intelligence reporting software enables users to aggregate and report on data from various data sources. It provides metrics and analytics related to this data. It can then provide for dimensions around consolidated BI data, such as time horizons. Users can also create custom BI reports quickly with options for additional metrics and data parameters.
INDATA’s Architect AI Reporting solution for BI Reporting is easy to use and positioned for the era of big data.
Business intelligence reporting tools provide great value to firms. With such a platform, users can derive insights from large datasets immediately. The manual tasks are no longer a barrier to this because BI reporting is an automated model. Firms boost efficiency and have access to intelligence and insights much sooner.
INDATA’s Architect AI Reporting uses fully integrated Microsoft Power BI for easy data integration and reporting. With this tool, firms don’t need extensive resources or technical expertise. It’s web-based and requires no installation or in-house programming.
Additionally, by automating and streamlining manual processes, INDATA’s BI reporting helps wealth management firms increase accuracy, save time, and build trust with clients.
Architect AI Reporting includes a full set of BI reports that use Microsoft Power BI. INDATA’s powerful BI report builder offers customizable interactive reports, visualizations, and dashboards. View detailed graphics, including internal analytical reports and external reporting for investor presentations.
The software integrates data from available sources, including historical information for comprehensive enterprise reporting for positions, transactions, attribution, and other investment data. Customize reports in seconds with Excel-like functionality. Combine data sources on the fly and access data quickly for action.
Adopting INDATA’s AI Architect software creates a foundation for a firm’s growth and success. Each role within the firm can benefit from its many features and AI automation.
Traders can rapidly execute orders and use advanced blotter functionality. Portfolio managers can generate “what-if” trades, rebalance portfolios, and update models with practical AI tools. Compliance can test guidelines and automate notifications. Middle back office operations have automated trade settlements to support position keeping and can automate data reconciliation for accurate books and records needed for portfolio accounting.
INDATA Architect AI is a complete solution for portfolio management. Its integrated, data-driven framework makes it a valuable asset for any firm. With this unique and robust platform, organizations can reach operational efficiency goals and receive insights faster.
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