Portfolio Accounting Archives | INDATA https://www.indataipm.com/category/portfolio-accounting/ iPM Intelligent Portfolio Management Thu, 05 Feb 2026 23:24:17 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.indataipm.com/wp-content/uploads/2025/11/cropped-IND-Ai_Logo_2019_Color-NewTag-01-e15785953126221-32x32.jpg Portfolio Accounting Archives | INDATA https://www.indataipm.com/category/portfolio-accounting/ 32 32 The Role of a Master Data Model in Modern Investment Management https://www.indataipm.com/the-role-of-a-master-data-model-in-modern-investment-management/ Thu, 05 Feb 2026 23:22:38 +0000 https://www.indataipm.com/?p=10006 Across the buy side, many firms are planning to invest in AI-based approaches, providing further automation and greater insights. But many are discovering the same issue: advanced AI technology can […]

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]]> What Buy-Side Firms Really Want in 2026 https://www.indataipm.com/what-buyside-firms-want-2026/ Wed, 10 Dec 2025 22:20:28 +0000 https://www.indataipm.com/?p=9965 The buy-side heads into 2026 facing a transformative period. Markets are volatile, operational costs continue to rise, regulatory expectations are tightening, and AI adoption has shifted from an experimental phase […]

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]]> What Traders Really Want from an OMS in 2026 https://www.indataipm.com/what-traders-really-want-from-an-oms-in-2026/ Wed, 03 Dec 2025 20:51:47 +0000 https://www.indataipm.com/?p=9958 Trading desks are under more pressure than ever. Markets are moving faster, data volumes keep growing, and clients expect seamless execution with zero friction. As investment firms modernize their technology […]

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]]> The Evolution of Portfolio Accounting in the Age of AI and Machine Learning https://www.indataipm.com/the-evolution-of-portfolio-accounting-in-the-age-of-ai-and-machine-learning/ Mon, 09 Dec 2024 18:52:51 +0000 https://www.indataipm.com/?p=9439 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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]]> How Advanced Portfolio Accounting and Outsourcing Boost Business Growth https://www.indataipm.com/how-advanced-portfolio-accounting-and-outsourcing-boost-business-growth/ Fri, 15 Nov 2024 21:02:21 +0000 https://www.indataipm.com/?p=9366 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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]]> Revolutionizing Portfolio Accounting: Leveraging AI for Enhanced Operations https://www.indataipm.com/revolutionizing-portfolio-accounting-leveraging-ai-for-enhanced-operations/ Thu, 10 Oct 2024 19:41:44 +0000 https://www.indataipm.com/?p=9327 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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]]> Legacy Portfolio Accounting Systems: A Closer Look https://www.indataipm.com/legacy-portfolio-accounting-systems-a-closer-look/ Wed, 03 Oct 2012 16:08:02 +0000 http://www.indataweb.com/?p=1160 The most interesting statistic cited was that most of the firms surveyed had upgraded their portfolio accounting systems in the past 5 years. To say the least, this indicates a high overall level of dissatisfaction with portfolio accounting solutions in general, which is something we see out in the marketplace quite a bit.

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