Business Intuition

INDATA Combines CRM with Research Mgmt in iPM Connect

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624 300 INDATA

dave - data managementiPM Connect will connect research management tools with the vendor’s CRM platform in one offering.

Greenwich, Conn.-based portfolio management software provider Indata is launching a new solution that will integrate its research management tools with its customer relationship management (CRM) platform. The new release, dubbed iPM Connect, will allow for more seamless access to the iPM family of applications, says David Csiki, managing director at Indata.

 

 

 

David Csiki

Author

David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company’s flagship product, NYFIX, a FIX broker network.