INDATA
iPM Cloud is a private, cloud-based investment management hosting solution. With this infrastructure, firms have all they need to modernize and optimize. It includes cloud-based investment management software, built-in hardware, and the IT ecosystem.
The future of the industry rests in technology. Firms that want to compete and grow must adopt cloud-based investment management platforms. iPM Cloud delivers this with all the benefits of the cloud’s nimbleness, coupled with the security of a private network.
The solution includes software, hardware, and security features. iPM Cloud’s proprietary model enables users to access the system from anywhere. It can also scale rapidly as needed without IT resources.
As a dedicated hosted environment, firms gain the flexibility inherent in SaaS models. There’s no commingling of client data for added protection, making the solution seamless for clients. Investment firms no longer have to pay capital expenses for maintaining in-house IT infrastructure. They can be more agile in their use of technology as INDATA takes care of tech upgrades.
With INDATA’s solution, investment managers can focus on client servicing and investment performance. Minimize distractions caused by inefficiencies and legacy systems.
The cloud’s powerful features align with ongoing wealth management needs. Leverage big data analytics and AI for insights and receive a hosting application tailored to each client’s needs.
iPM Cloud is one component of INDATA’s cloud-based investment management software. Together, these solutions deliver comprehensive investment management technology to clients.
Architect AI is a modular OMS, PMS, accounting, performance, and reporting solution. It includes portfolio construction, modeling, rebalancing, compliance, trading, accounting, and reporting. It applies AI and machine learning to create seamless workflows. It’s a complete OMS/EMS solution and also integrates with third-party systems. Architect AI Reporting is an optional add-on module.
INDATA builds connected, optimized, and secure investment management technology. Those implementing it can expect greater efficiency, productivity, and insights. It’s the leading choice for savvy firms embracing a future-forward approach to wealth and portfolio management.
With iPM Cloud, firms have a turnkey foundation for investment management software. Its agile structure ensures it meets the industry’s needs for today and the future.
Access complete portfolio dashboards of current and historical data for more informed decision-making.
Enjoy a complete solution for cloud-based investment management software from an organization with 25 years of experience.
Be confident in the accuracy of data and reporting with transparency, setting up firms and their clients for success.
INDATA’s iPM Cloud provides the foundation for many use cases within wealth management organizations. It’s the hub of data, analysis, reporting, and more. Users have instant access to information without the obstacles present in in-house solutions that require dedicated IT resources. The entire organization can realize greater operational efficiency.
iPM Cloud delivers accessibility for every role within the firm. With this ease of use and a centralized solution, portfolio managers, traders, client services, marketing, compliance, and operations can all access INDATA software-associated information with ease.
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