Business Intuition

Portfolio Management

saas

The Future of Investment Management: SaaS Solutions for Portfolio Optimization

1000 673 INDATA

Investment firms have begun to embrace technology as a critical component in operations. By adopting investment management SaaS, they achieve a new scale of efficiency, accuracy, and performance. Organizations must…

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laptop with graphs

Boosting Workflow Automation: Reducing Repetitive Tasks in Portfolio Management

1000 668 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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man looking at metrics

Measuring Success: Key Metrics for Portfolio Management Software

1000 667 INDATA

Metrics tell the complete story of how successful a portfolio manager is. While performance often takes center stage (i.e. rates-of-return), other metrics are equally vital. As portfolios expand and client…

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man working computer

Collaborative Investment: Working with Traders, Portfolio Managers, and Compliance

1000 562 INDATA

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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The Emergence of AI Tools in Portfolio Management

150 150 INDATA

INDATA’s David Csiki featured today in FundFire commenting on AI in financial services and how it relates to the concept of APIs and data models. Read the Article Here

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g-w capital

Buy-Side Firms Turn to Cloud-Based Portfolio Management Systems

624 300 INDATA

Indata’s David Csiki says that on the buy side there is very little resistance to the cloud, which is a significant change from just a couple of years ago. Indata…

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