INDATA
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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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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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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Managing investments remains a very complex aspect of financial services. With so many factors having an impact, investment decisions must be fast and accurate to ensure a positive outcome. The…
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On May 28, 2024, U.S., Canadian, and Mexican equity trades will settle on a T+1 basis. As a software and services provider to the buy-side, we have been working diligently…
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INDATA Software-as-a-Service (SaaS), Cloud & Managed Services Offerings Continue to Exceed Industry Standards Allowing Clients to Operate Securely, Remotely and Efficiently Greenwich, CT – March 12, 2024 – INDATA, a…
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Data Analytics Powered by APIs – Solving the Data Challenge Part 2 of a 3-part series on Future-Proofing the Front Office. Want to download the full Whitepaper directly? Get it…
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