INDATA
IT system administrators are eager to simplify infrastructure with technology that’s modern and flexible. The first part of the solution is typically a cloud-based SaaS investment management platform. A cloud-native solution immediately resolves many system administrator challenges regarding technology compatibility and accessibility. It also significantly reduces the total cost of ownership of systems over time rather than managing them in-house.
There’s no shortage of IT complexity within investment management software. Underlying databases, networking, software updates, and advanced tech can make investment management software complex. All of these backend systems impact security, resiliency, and scalability. The tough part for IT is making sure mission-critical solutions are always up-to-date.
IT teams have many competing priorities to manage. Expanding an investment firm’s capabilities is imperative to stay competitive. As the industry modernizes its use of technology, IT system administrators must be on a continuous path for upgrading, migrating, and integrating new tech and new solutions to give their firms a competitive advantage. One crucial impediment to this effort is disparate and legacy systems, which prevent a connected ecosystem for end users. Minor changes can often lead to concerns about security vulnerabilities or instability. Additionally, these tasks are all labor-intensive and often manual.
These burdens are typically not sustainable. INDATA’s investment management technology helps remedy these challenges to create an agile IT infrastructure needed for the present as well as the future. Investment management firms can then work more efficiently with streamlined workflows that eliminate the operational complexity of non-integrated types of environments.
IT infrastructure costs continue to rise.
When investment management software is cloud-based, firms no longer have to bear the brunt of upgrading the backend tech of on-premises solutions. The costs for cloud hosting are stable and dependable over time.
Order handling and execution processes lack ease of use, creating friction and frustration.
The INDATA ecosystem for investment management includes all necessary counterparties within one consolidated system. Users can connect with their brokers and other platforms needed for trading and custody without having to worry about the backend tech that makes it happen.
Implementing new features and upgrades for legacy-based systems is time-intensive and difficult.
Having the latest and greatest version of software is very critical but often cumbersome. Since INDATA has a SaaS model, these updates occur instantly without any manual intervention, all within the security and privacy of INDATA’s iPM Private Cloud tech platform.
Legacy systems create data silos and gaps in information between systems.
IT administrators struggle to make legacy systems interact with newer technology. The consequences impact end-user productivity and performance. INDATA solutions can enable necessary integrations or support decommissioning and data migration from old to new.
End clients of investment management firms don’t have real-time access to accounts and information.
The INDATA iPM Client Portal provides end clients with transparency regarding their investments. The portal enables clients to access this information anytime from anywhere at their convenience providing better client servicing for investment firms.
Investment managers lack access to insights impacting decision-making.
With BI and AI technology as part of the INDATA investment management platform, traders, portfolio managers, analysts, compliance, operations, and other stakeholders receive valuable insights fast without having to depend on IT administrators to run special queries or aggregate data. Robust data analytics fuel better decision-making and performance for the firm.
Meeting IT investment management needs may not be plausible with many current legacy systems. Antiquated technology keeps firms from moving toward operational efficiency. At the same time, firms may be dealing with fewer IT staff. These hurdles reverberate throughout the enterprise. INDATA delivers the solutions to eliminate these bottlenecks.
Automation within the investment management system makes processes more seamless and helps users be more productive.
Receive investment management IT expertise on demand with INDATA’s IT resources. Firms can use these services to ensure cybersecurity best practices, compliance, performance optimization, and other IT tasks that often relate to DDQs (due diligence questionnaires) required by clients and consultants.
The INDATA iPM Cloud hosting platform prioritizes privacy, compliance, scalability, and data security. Be confident in this service, which also expands capabilities around data analytics and insights.
There are many cases for investment management software; all have a common core—to integrate systems and create data-driven approaches. INDATA ensures IT system administrators can deliver the features and functionality for every role within the firm.
Adopting INDATA wealth management software solutions becomes the foundation for success. Technology is changing how wealth advisors work. Modern features like AI and automation support the future of investing and client servicing like no other approach.
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