INDATA
The innovation of technology has revolutionized the finance industry through fintech, and it will continue to do so. These innovative changes are transforming the way investments are made, whether it’s…
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Modernizing portfolio management aligns directly with automation. Applying new technology to old processes has the potential to improve efficiency and eliminate manual tasks. As organizations look for ways to be…
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Metrics tell the complete story of how successful a portfolio manager is. While performance often takes center stage (i.e. rates-of-return), other metrics are equally vital. As portfolios expand and client…
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Each role within an investment firm has defined responsibilities and mandates. Traders, portfolio managers, and compliance officers have different functions. However, they do have the shared goal of growing AUM…
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As portfolio accounting continues to evolve, several drivers are shaping its transformation. Among the factors leading this evolution include artificial intelligence (AI) and machine learning, which stand to quickly become…
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Portfolio accounting encompasses back-office tasks, which can be time-consuming and hard to manage. These tasks become more voluminous and complex as firms expand and add clients and portfolios. Every firm…
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For the vast majority of buy-side investment firms, having a Trade Order Management System (OMS) in place is a mission-critical business requirement. An OMS is essential for compliance and regulatory…
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Savvy investment firms realize the need to modernize their portfolio accounting software. An ideal path to achieve this is to update legacy portfolio accounting solutions with those that can harness…
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More than 200 Enhancements and System Changes Spanning Front, Middle and Back Office Greenwich, CT – September 10, 2024 – INDATA, a leading industry provider of cloud-native, SaaS-based solutions for…
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Having an efficient and optimized middle and back office is a priority for investment firms. In the current environment, staying agile and flexible is a must. Rising operational and technology…
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