Case Studies Archives | INDATA https://www.indataipm.com/category/case-studies/ iPM Intelligent Portfolio Management Fri, 21 Mar 2025 21:57:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.indataipm.com/wp-content/uploads/2025/11/cropped-IND-Ai_Logo_2019_Color-NewTag-01-e15785953126221-32x32.jpg Case Studies Archives | INDATA https://www.indataipm.com/category/case-studies/ 32 32 Pier Capital Live with INDATA https://www.indataipm.com/pier-capital-live-with-indata/ Tue, 14 Feb 2023 20:31:54 +0000 https://www.indataipm.com/?p=7324 The post Pier Capital Live with INDATA appeared first on INDATA.

]]> Renaissance Investment Management Benefits From iPM Cloud https://www.indataipm.com/renaissance-press-release/ Thu, 09 Apr 2020 22:42:23 +0000 https://www.indataipm.com/?p=6234 INDATA’s iPM Cloud is SOC 2 Type II & SSAE 18 Type II audited and provides a number of advantages for money management firms, including built-in disaster recovery with full […]

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]]> Managed Services Case Study https://www.indataipm.com/inverness-counsel-eod-pricing/ Tue, 18 Feb 2020 17:46:08 +0000 https://www.indataipm.com/?p=5940 The post Managed Services Case Study appeared first on INDATA.

]]> Front-to-Back System Helps Asset Manager Grow Assets, Not Costs https://www.indataipm.com/front-to-back-system-helps-asset-manager-grow-assets-not-costs/ Wed, 11 Feb 2015 14:27:53 +0000 https://www.indataipm.com/?p=2381 The post Front-to-Back System Helps Asset Manager Grow Assets, Not Costs appeared first on INDATA.

]]> Silchester International Investors https://www.indataipm.com/silchester-international-investors/ Thu, 06 Feb 2014 22:36:14 +0000 https://www.indataipm.com/?p=2383 Silchester International Investors (SII), an investment management firm with approximately $30 billion of assets under management based in London, began to think about its investment accounting system in an effort […]

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]]> iPM Client Profile – Renaissance Investment Management https://www.indataipm.com/ipm-client-profile-renaissance-investment-management/ Mon, 14 Jun 2010 22:48:04 +0000 https://www.indataipm.com/?p=2389 Renaissance Investment Management is now live with INDATA’s iPM Renaissance Investment Management is a majority-owned affiliate of Affiliated Managers Group (AMG), a Boston-based holding company. Renaissance provides investment management services […]

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]]> iPM Client Profile – Bailard https://www.indataipm.com/ipm-client-profile-bailard/ Wed, 09 Jun 2010 22:42:35 +0000 https://www.indataipm.com/?p=2386 Bailard is now live with INDATA’s iPM – Intelligent Portfolio Management® platform, utilizing the system on a front-to-back office basis for its investment operations. Based in Foster City, CA, Bailard […]

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