INDATA
Architect AI Reporting is a SaaS platform that aggregates, analyzes, and reports data from any source. It leverages business intelligence (BI) and artificial intelligence (AI) to generate reports.
With the constant flow of data from multiple sources, firms need a support ecosystem to streamline reporting. Without AI reporting software, there’s too much manual work, which causes delays to insights.
With practical AI embedded into the system, it can aggregate and analyze automatically, eliminating repetitive workflows. AI drives productivity, efficiency, and accuracy.
Data is the most crucial asset for investment firms. Unfortunately, many firms struggle with Big Data. Information can be in various places, from investment management software to offline in spreadsheets. As a result, client reporting is challenging.
One of the biggest issues is legacy software. If using this for investment portfolio customized reports, it requires lots of resources and high operational costs, impacting ROI.
Architect AI Reporting removes these barriers. This AI reporting tool allows for aggregation, analysis, and reporting. It’s easy to use, quick to implement, and available as a service. The SaaS solution enables effective data aggregation, offering an enterprise-wide BI reporting experience from all key providers.
Firms can elevate operations with user-friendly and customizable reports. View dashboards integrated with data aggregation and BI reporting solutions. The platform is web-based, cloud-native, and provides system updates for fast deployment.
Investment reporting is cumbersome when data lives in silos. Manual consolidation is necessary, which can cause inaccuracies or incompleteness of the data. INDATA’s solution transforms the process.
With the platform, users can create interactive dashboards, data visualizations, and reports. Apply report templates or build them. It also integrates with:
Powered by Microsoft Power BI, Architect AI Reporting delivers robust custom reporting functionality. It requires no IT or technical resources. Querying and reporting on key investment data works like Excel and includes positions, transactions, performance, and attribution from INDATA or other sources. The system ensures a firm’s enterprise data is accessible, which is crucial for success.
Architect AI Reporting is part of an interconnected platform of portfolio management functions. Discover how each INDATA solution delivers innovation and data-driven insights for investment managers.
Architect AI is a modular OMS, PMS, accounting, performance, and reporting solution. With it, firms can construct portfolios, model, rebalance, comply, and trade. AI and machine learning deliver easy-to-use and seamless workflows. Architect AI Reporting is an add-on module for Architect AI users.
iPM Cloud is a cloud-based investment management technology hosting platform. With this solution, organizations gain IT infrastructure, third-party software, and hardware for a secure environment that doesn’t disrupt workflows. Users can access remotely. This enables teams to collaborate from wherever with the latest data and software. It’s a standard module and method for deploying Architect AI Reporting.
iPM Portal integrates essential tools for portfolio management and CRM functionality. End users have a full view of all portfolio information within one system. It includes portfolio accounting, performance measurement, reporting, and billing solutions. iPM Portal is an optional module for Architect AI Reporting users.
Microsoft Power BI is the engine behind Architect AI Reporting. It builds the backbone of the system users query to generate reports, dashboards, and data visualizations. AI and machine learning play a significant role in this process, delivering results quickly.
The other major interworking of the software is data aggregation. The platform has the ability to sync with many different data sources, combining them all into an ecosystem for reporting.
INDATA AI reporting software seamlessly aggregates, analyzes, and reports data from any source with BI and AI. With these capabilities, firms overcome inefficiencies common in legacy platforms. Because it’s web-based and cloud-native, the solution is easy to deploy and automatically updates.
Users appreciate the intuitive interface and ease of creating custom reports and dashboards. With INDATA, investment firms can transform their reporting processes, drive operational efficiency, and make data-driven decisions with confidence.
Access complete portfolio dashboards of current and historical data for more informed decision-making.
Experience a solution with over 25 years of expertise behind it and innovation to meet the needs of today and tomorrow.
Develop accurate reports with complete transparency, setting firms and their clients up for success.
Architect AI Reporting offers many use cases. Report for internal or client needs in seconds. Enjoy greater efficiency and productivity around reporting for the entire organization.
Every role can find benefits with AI reporting software. Portfolio managers, traders, marketing, client services, compliance, operations, executives, and end clients all have easily accessible reports. There’s no need for any manual workarounds or complex Excel files.
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