In today’s fast-paced investment environment, the Trade Order Management System (OMS) is the lifeblood of most investment management firms from a systems standpoint. An effective OMS is essential for automating the investment process from trade creation and compliance checking, through to trade execution, trade settlement and beyond. Because trade order management systems oversee the entire lifecycle of a trade, they store a vast amount of information that is essential for every investment management firm.
With the continued movement of the buy-side towards AI-based approaches and advanced reporting, the OMS is the most logical place for firms to utilize advanced AI tools and BI Reporting so that they can future-proof their firms with essential tech. With tools like Generative AI, the data contained within the OMS can be opened to the firm’s users for on-demand consumption without requiring technical resources, advancing the velocity that end users can access the data they need whenever they need it and in whatever format is required.
This is where BI Reporting becomes essential, since valuable data generated via AI approaches can then be quickly formatted into useful visualizations and dashboards that can be used for a myriad of purposes, including day-to-day management oversight of the firm, internal meetings, and external meetings with consultants and end clients.
Fortunately, for INDATA clients the future is now, and clients have access to powerful AI tools and BI Reporting as an integral part of their INDATA OMS and investment management solution.
Architect AI and the Power of Generative AI
At the core of INDATA’s latest software release is the INDATA AI Agent, part of Architect AI. This generative AI functionality allows users to interact with INDATA’s Master Data Model (MDM) using natural language requests. Portfolio managers, traders, compliance officers, operations, and executives can instantly access more granular and detailed information on positions, trades, transactions and performance faster than ever without needing technical expertise or by using manual data extraction techniques.
This significantly reduces the time spent on reformatting screens, running reports or creating custom reports, which often require technical resources. The INDATA AI Agent is built to validate results while providing a “sanity check” on data generated by AI via large language models (LLMs) by showing the queries used to generate results ensuring transparency and greater confidence in the data.
INDATA’s AI Agent provides complete data security and data privacy in line with the industry’s best practices. First and foremost, no actual client data is sent to the Large Language Model (LLM), only the metadata (i.e. column and field headers) which are used to create the resulting data query. Additionally, INDATA’s AI Agent is LLM neutral, and clients can choose whatever LLM they are comfortable with providing complete control and portability.
Architect AI Reporting – Advanced BI with Microsoft Power BI Integration
BI tools take reporting to the next level, giving clients the ability to move from largely static reports to interactive visualizations that are completely customizable directly within Microsoft Power BI. The ability to expose underlying information by hovering over a graphical element within a data visualization allows end users to rapidly access detailed information without having to re-format or re-run the report. Additionally, the ability to cross-filter data to update information on the fly is another technique that distinguishes BI reporting from traditional reporting approaches.
Architect AI Reporting takes full advantage of INDATA’s Master Data Model (MDM), which organizes the data into easy-to-use categories without the requirement of any technical resources or advanced knowledge or ability to query INDATA’s main database. All of the data contained within the INDATA system is automatically available in Power BI directly without any client intervention or ongoing maintenance.
Just like INDATA’s advanced AI tools, INDATA’s Advanced BI Reporting module employs the highest standards for data privacy and data protection. In fact, no client data is sent to or stored within Microsoft Power BI. All of the data at rest safely resides on the client’s own dedicated resource and system, with many INDATA clients utilizing INDATA’s private cloud solution, which keeps client data fully private and secure.
INDATA: Modern OMS & Investment Management for Today’s Investment Manager
The combination of AI-driven insights and advanced reporting capabilities means INDATA’s SaaS-based iPM platform is much more than an OMS, it’s a strategic engine for data, automation, and growth. By unifying data, analytics, and reporting in a single system, INDATA enables investment teams to work more efficiently, make faster decisions, and deliver higher value to clients.
To learn more about how Generative AI and Advanced BI Reporting Functionality can enhance your trade order management workflows, request a demo with INDATA.
