INDATA
As hedge fund managers face mounting pressure to deliver superior investment returns over their more traditional counterparts, they need robust, yet cost-effective tools that support trading and operations. Adding to this challenging and competitive environment is the rise of passive investing strategies and ever-changing regulations. Automation and transparency are key objectives, yet spreadsheets of old technology with a lack of functionality limit the ability to compete for many hedge funds.
For those launching new funds, the complexities become even greater. Again, the challenge is not having the right hedge fund software. Those spreadsheet and legacy systems that most hedge funds start with hold back growth, productivity, and effective data-driven reporting for investors.
Systems must be adaptable and scalable to quickly pivot in terms of investment strategy, asset class, or geographic region. If technology isn’t helping hedge fund managers work smarter, it’s making them work unnecessarily harder. However, replacing outdated or legacy hedge fund management solutions can be cumbersome, expensive, and time-consuming. These obstacles can limit a fund’s full potential.
As managers deal with all these challenges, they are looking to the future of hedge fund management software. That future is with INDATA and its dynamic, fully modern platform for hedge fund management. It has the power to revolutionize the industry with easy-to-use, comprehensive, cloud-native SaaS solutions for trade order management (OMS), shadow accounting, performance, and reporting that leverage practical AI tools and machine learning, as well as fully embedded BI Reporting based on Microsoft Power BI.
The latest features and functionality are hard to implement with complex upgrades.
Migrating to a cloud-native SaaS hedge fund management software clears the way for always up-to-date systems. Users always have the best and latest functionality without any reliance on internal IT teams.
Current solutions lack functionality to support processes for new asset types and markets.
A front-to-back-office system delivers all the necessary solutions on the buy-side for hedge fund management. An integrated system allows for trading, accounting, and reporting on new asset types and markets as they are needed.
Integrating new technology with old is often unsustainable.
All the features needed to manage hedge funds are within one connected ecosystem. It includes trade order management (OMS), portfolio management, compliance, shadow accounting, BI reporting, and more.
Security master data reconciliation is fraught with errors due to data silos.
INDATA includes reference data within the system’s security master which is accessible and available for clients. It syncs and reconciles automatically while also checking for data integrity.
Too much manual effort is required for daily tasks.
INDATA solutions infuse automation with practical AI into its foundation. This functionality saves end users significant time, creating efficiency across the entire organization.
The costs of IT infrastructure and Ops continue to soar.
INDATA iPM Cloud solution supplemented with managed services for middle and back-office allows hedge funds to outsource these functions to a team of INDATA experts. Hedge funds remove these high expenses by migrating IT and operational tasks to INDATA.
INDATA iPM Cloud solution supplemented with managed services for middle and back-office allows hedge funds to outsource these functions to a team of INDATA experts. Hedge funds remove these high expenses by migrating IT and operational tasks to INDATA.
A competitive market means hedge funds must invest wisely in their hedge fund platform. A platform with a common data infrastructure reduces operational risk and enables firms to focus on trading, performance, and returns. One system can cover the entire cycle — front, middle, and back office.
The iPM Portal is a web-based portfolio management solution that includes CRM features. Users can view portfolio attributes with performance analytics, documents, related data, and more for effective client serving of individual investors within the hedge fund.
INDATA SaaS provides tools for supporting all security types including, derivatives, and alts. As a result, it can also adjust as your investment strategies do.
INDATA hedge fund software empowers firms to reach their performance and efficiency goals. The system’s design aligns with hedge fund managers’ unique requirements, delivering insights, streamlined workflows, compliance, and data analytics.
Adopting INDATA portfolio management software for hedge funds puts firms in control of their trading and operations. The platform creates a connected technology environment, combining trade order management (OMS), portfolio management, compliance, shadow accounting, and reporting. In addition, INDATA offers middle and back-office managed services to allow hedge funds to focus on their core competencies rather than operations and technology infrastructure. AI and automation support the future of hedge fund management like no other option.
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