BI Reporting Archives | INDATA https://www.indataipm.com/category/bi-reporting/ iPM Intelligent Portfolio Management Tue, 20 Jan 2026 22:42:20 +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 BI Reporting Archives | INDATA https://www.indataipm.com/category/bi-reporting/ 32 32 How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches https://www.indataipm.com/how-a-cloud-native-oms-helps-firms-scale-new-investment-strategy-launches/ Fri, 16 Jan 2026 00:04:26 +0000 https://www.indataipm.com/?p=9985 Launching a new investment strategy has always been complex. Today, it’s also happening in a more competitive and cost-sensitive environment for many investment firms. Market volatility, ongoing fee pressure, and […]

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]]> Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients https://www.indataipm.com/top-4-ways-custom-reporting-packs-improve-investment-management-for-indata-clients/ Thu, 18 Dec 2025 21:28:13 +0000 https://www.indataipm.com/?p=9807 The post Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients appeared first on INDATA.

]]> How To Maximize Efficiency With SaaS and AI https://www.indataipm.com/how-to-maximize-efficiency-with-saas-and-ai/ Sun, 14 Dec 2025 21:06:15 +0000 https://www.indataipm.com/?p=9722 Investment firms rely on technology to operate optimally and efficiently. To do this at scale, improve automation, and be able to gather insights from data, more organizations are turning to […]

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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 Importance of BI Reporting Tools https://www.indataipm.com/the-importance-of-bi-reporting-tools/ Tue, 11 Nov 2025 22:15:41 +0000 https://www.indataipm.com/?p=9738 Data has become an organization’s most valuable resource. The volume continues to increase, especially in the world of portfolio management. With its steady stream, many firms are missing out on […]

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]]> How AI & BI Reporting Enhance OMS & Portfolio Management Workflows https://www.indataipm.com/how-ai-bi-reporting-enhance-oms-portfolio-management-workflows/ Fri, 18 Jul 2025 22:52:45 +0000 https://www.indataipm.com/?p=9832 In today’s fast-paced investment environment, the Trade Order Management System (OMS) is the lifeblood of most investment management firms from a systems standpoint. An effective OMS is essential for automating […]

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]]> Why Investment Managers Need a Business Intelligence Reporting Tool https://www.indataipm.com/why-investment-managers-need-a-business-intelligence-reporting-tool/ Tue, 22 Apr 2025 20:25:43 +0000 https://www.indataipm.com/?p=9330 Mission-critical business data that organizations want and need to leverage for data-driven decisions is often out of reach. The reason isn’t because the data doesn’t exist; rather, it lives in […]

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]]> The Future of Investment Management: SaaS Solutions for Portfolio Optimization https://www.indataipm.com/the-future-of-investment-management-saas-solutions-for-portfolio-optimization/ Wed, 05 Mar 2025 23:24:30 +0000 https://www.indataipm.com/?p=9648 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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