INDATA
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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Launching a new investment strategy has always been complex. Today, it’s also happening in a more competitive and cost-sensitive environment for many investment firms. Market volatility, ongoing fee pressure, and…
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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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Investment firms are diving into AI, using it in many different ways. From automation to data aggregation to generative AI portfolio management, organizations are finding unique ways to apply this…
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The buy-side heads into 2026 facing a transformative period. Markets are volatile, operational costs continue to rise, regulatory expectations are tightening, and AI adoption has shifted from an experimental phase…
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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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The ever-changing landscape of investment management has created challenges as firms face barriers to efficiency, evolving client expectations, and sustainable, consistent performance. Organizations have prioritized process optimization and using data…
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Technology has been an enabler in investment firm operations, supporting all aspects of the trade lifecycle. Legacy systems, however, have incompatible architecture and a lack of open APIs (application programming…
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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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What’s the latest competitive advantage for wealth management firms? It’s the ability to leverage wealth reporting to support personalized performance insights to investors. Strategies for each client are unique, and…
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