David Csiki - Managing Director & President of INDATA iPM Intelligent Portfolio Management Fri, 19 Dec 2025 20:30:04 +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 David Csiki - Managing Director & President of INDATA 32 32 Top 3 Use Cases for Generative AI in Portfolio Management & Trading https://www.indataipm.com/top-3-use-cases-for-generative-ai-in-portfolio-management-trading/ Tue, 16 Dec 2025 22:33:54 +0000 https://www.indataipm.com/?p=9796 The post Top 3 Use Cases for Generative AI in Portfolio Management & Trading 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 […]

The post How To Maximize Efficiency With SaaS and AI appeared first on INDATA.

]]> Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs https://www.indataipm.com/scalable-solutions-for-growing-investment-firms-adapting-to-changing-needs/ Wed, 12 Nov 2025 18:46:53 +0000 https://www.indataipm.com/?p=9369 The ever-changing landscape of investment management has created challenges as firms face barriers to efficiency, evolving client expectations, and sustainable, consistent performance. Organizations have prioritized process optimization and using data […]

The post Scalable Solutions for Growing Investment Firms: Adapting to Changing Needs appeared first on INDATA.

]]> 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 […]

The post The Importance of BI Reporting Tools appeared first on INDATA.

]]> Overcoming Legacy Systems: Modernizing Trade Order Management https://www.indataipm.com/overcoming-legacy-systems-modernizing-trade-order-management/ Mon, 10 Nov 2025 17:38:31 +0000 https://www.indataipm.com/?p=9604 Technology has been an enabler in investment firm operations, supporting all aspects of the trade lifecycle. Legacy systems, however, have incompatible architecture and a lack of open APIs (application programming […]

The post Overcoming Legacy Systems: Modernizing Trade Order Management appeared first on INDATA.

]]> Benefits of Using Business Intelligence for Finance https://www.indataipm.com/benefits-of-using-business-intelligence-for-finance/ Fri, 07 Nov 2025 22:01:29 +0000 https://www.indataipm.com/?p=9728 How can investment firms leverage data to achieve a competitive advantage? The answer is to use finance business intelligence. With so much valuable information, centralizing and analyzing it for decision-making […]

The post Benefits of Using Business Intelligence for Finance appeared first on INDATA.

]]> Customizable Dashboards: Enhancing User Experience in Portfolio Management https://www.indataipm.com/customizable-dashboards-enhancing-user-experience-in-portfolio-management/ Wed, 05 Nov 2025 20:05:07 +0000 https://www.indataipm.com/?p=9534 Software powers modern portfolio management. Its many features enable greater insights, faster workflows, and more informed decision-making. These capabilities are essential, but a platform is only as beneficial as it […]

The post Customizable Dashboards: Enhancing User Experience in Portfolio Management appeared first on INDATA.

]]> Future Proofing the Front Office: AI https://www.indataipm.com/future-proofing-the-front-office-ai/ Sun, 26 Oct 2025 15:49:58 +0000 https://www.indataipm.com/?p=7571 The post Future Proofing the Front Office: AI appeared first on INDATA.

]]> Wealth Management Reporting: A Comprehensive Guide https://www.indataipm.com/performance-reporting-wealth-management/ Fri, 24 Oct 2025 15:32:07 +0000 https://www.indataipm.com/?p=6978 The post Wealth Management Reporting: A Comprehensive Guide appeared first on INDATA.

]]> Technology’s Role in the Future of Investment Management https://www.indataipm.com/technologys-role-in-the-future-of-investment-management/ Wed, 22 Oct 2025 16:15:40 +0000 https://www.indataipm.com/?p=8189 Technology innovation has been a key component in the evolution of investment management. It has delivered a more automated, data-driven, and transparent industry. Finance and technology are now interwoven, creating […]

The post Technology’s Role in the Future of Investment Management appeared first on INDATA.

]]>