Featured Articles & Blogs

Technology’s Role in the Future of Investment Management

https://www.indataipm.com/wp-content/uploads/2023/10/Future-of-Investment-Management-1-1024x572.jpg 1024 572 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2023/10/Future-of-Investment-Management-1-1024x572.jpg

Technology innovation has been a key component in the evolution of investment management. It has delivered a more automated, data-driven, and transparent industry. Finance and technology are now interwoven, creating…

Streamlining Trading Operations: From Manual Processes to Automation with AI

https://www.indataipm.com/wp-content/uploads/2024/09/shutterstock_1296246676.jpg 1000 617 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2024/09/shutterstock_1296246676.jpg

Buyside trading has many complexities, often caused by manual processes completed outside of trade order and execution management systems (OMS/EMS) and portfolio management. The strains on trading operations from these…

Green Alpha Advisors Powers Sustainable Investing with INDATA’s Front-to-Back Investment Management Platform

https://www.indataipm.com/wp-content/uploads/2025/08/Powers-Sustainable-Investing-with-3-1024x1024.png 1024 1024 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2025/08/Powers-Sustainable-Investing-with-3-1024x1024.png

Tech Forward Trade Order Management (OMS) & Portfolio Accounting delivered via INDATA’s iPM Private Cloud Greenwich, CT – August 19, 2025 – INDATA, a leading industry provider of cloud-native, SaaS-based…

INDATA Client Profile: Pzena Investment Management

https://www.indataipm.com/wp-content/uploads/2024/10/800px-Pzena_Logo-e1728320671810.png 767 320 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2024/10/800px-Pzena_Logo-e1728320671810.png

Founded in late 1995, Pzena Investment Management, LLC is a value-oriented investment management firm with assets under management of approximately US$72 billion. Their global client base includes institutions, individual investors,…

Modernizing The Client Experience with New iPM Portal Features

https://www.indataipm.com/wp-content/uploads/2025/06/shutterstock_2383502379.jpg 1000 667 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2025/06/shutterstock_2383502379.jpg

From dark mode to drag-and-drop efficiency, INDATA’s latest iPM Portal update redefines what it means to be client-centric in today’s tech-forward world. INDATA’s iPM Portal offers a powerful intersection between…

INDATA ANNOUNCES SOFTWARE RELEASE INTEGRATING GENERATIVE AI CAPABILITIES

https://www.indataipm.com/wp-content/uploads/2024/09/COVID-Image.jpg 560 218 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2024/09/COVID-Image.jpg

More than 300 Enhancements and System Changes Spanning OMS, Portfolio Accounting/Reporting, Manager/Client Portal Powered by enhanced AI Tools Greenwich, CT – May 13, 2025 – INDATA, a leading industry provider…

Why Investment Managers Need a Business Intelligence Reporting Tool

https://www.indataipm.com/wp-content/uploads/2024/10/shutterstock_159959864.jpg 1000 667 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2024/10/shutterstock_159959864.jpg

Mission-critical business data that organizations want and need to leverage for data-driven decisions is often out of reach. The reason isn’t because the data doesn’t exist; rather, it lives in…

RICHIE CAPITAL GROUP LIVE WITH INDATA

https://www.indataipm.com/wp-content/uploads/2025/04/images.png 390 129 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2025/04/images.png

Implements INDATA SaaS for Front-to-Back-Office Investment Management via iPM Private Cloud Greenwich, CT – April –, 2025 – INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for…

INDATA at AM Tech Day 2025: Insights on AI, Investment Systems & the Future of OMS/PMS

https://www.indataipm.com/wp-content/uploads/2025/03/6675f16122d37c0bbe554cd7_16.png 600 400 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2025/03/6675f16122d37c0bbe554cd7_16.png

INDATA recently participated in AM Tech Day 2025 in Sydney, Australia, where we showcased our advanced OMS and portfolio management software. During the event, David Csiki, Managing Director and President…

GF ASSET MANAGMENT LIVE WITH INDATA

https://www.indataipm.com/wp-content/uploads/2025/03/Screenshot-2.png 872 228 INDATA INDATA https://www.indataipm.com/wp-content/uploads/2025/03/Screenshot-2.png

Implements INDATA Architect AI OMS/PMS to help scale Global Credit Strategy Greenwich, CT – March 4, 2024 – INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for…

Featured