Business Intuition

Data Management

master data management

The Role of a Master Data Model in Modern Investment Management

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Across the buy side, many firms are planning to invest in AI-based approaches, providing further automation and greater insights. But many are discovering the same issue: advanced AI technology can…

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Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients

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Customer reports provide insights and transparency around performance. Creating them can be time-consuming for portfolio managers. Errors are common, and most require manual processes, using spreadsheets and other external sources.…

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2026 trading tech stack

What Traders Really Want from an OMS in 2026

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Trading desks are under more pressure than ever. Markets are moving faster, data volumes keep growing, and clients expect seamless execution with zero friction. As investment firms modernize their technology…

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artificial intelligence investment management

Future Proofing the Front Office: AI

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Future Proofing the Front Office: AI Technology Part 3 of a 3-part series on Future-Proofing the Front Office. Want to download the full Whitepaper directly? Get it here! From a…

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Future of Investment Management Tech

Technology’s Role in the Future of Investment Management

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Technology innovation has been a key component in the evolution of investment management. It has delivered a more automated, data-driven, and transparent industry. Finance and technology are now interwoven, creating…

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asset management technology

Technologies in Asset Management Every New Manager Needs

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Asset managers have complex positions within the financial sector. Complicated workflows, compliance obligations, and achieving higher performance all require the right tools. Asset management technology has the ability to support…

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order management system

Order Management System vs. Execution Management System: What’s the Difference?

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As the asset management industry has changed, the technology used to support it has evolved, too. Today’s trading desk environment depends on two main solutions: execution management systems (EMS) and…

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ipm portal updates

Modernizing The Client Experience with New iPM Portal Features

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From dark mode to drag-and-drop efficiency, INDATA’s latest iPM Portal update redefines what it means to be client-centric in today’s tech-forward world. INDATA’s iPM Portal offers a powerful intersection between…

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open APIs

Integrating Third-Party Systems: The Power of Open APIs in Investment Management

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Technology delivers a modern, optimized landscape for investment management. Creating a connected ecosystem of platforms helps firms achieve efficiency, accuracy, and insights. However, legacy systems don’t always integrate effectively. The…

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Mastering Data Management: Handling Large Volumes of Financial Data

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Massive amounts of financial data come with the territory for investment firms, but managing it is challenging. That’s why modern data management software solutions are especially crucial in the finance…

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