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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The innovation of technology has revolutionized the finance industry through fintech, and it will continue to do so. These innovative changes are transforming the way investments are made, whether it’s…
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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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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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Investment firms have a wide range of technology solutions available to them. Adopting effective tech powers operational efficiency and better decision-making and can result in significant cost reductions over time.…
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INDATA’s David Csiki discusses Data Science trends on Finextra. Read the Full Blog Post Here
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Automating Client Outreach & Reporting Within Investment Management: How Emerging Technologies Provide a Better Solution Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms…
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