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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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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Software powers modern portfolio management. Its many features enable greater insights, faster workflows, and more informed decision-making. These capabilities are essential, but a platform is only as beneficial as it…
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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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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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Compliance in portfolio management has become more complex. With so many data sources and the adoption of technology, firms must look to tools that enable real-time compliance monitoring. With these…
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