About
ABOUT INDATA iPM – INTELLIGENT PORTFOLIO MANAGEMENT®
INDATA provides best-of-class software, technology, and managed services to a wide variety of buy-side clients, including asset managers, registered investment advisors, wealth management firms, pension funds, and hedge funds.
Assets under management range from under $1 Billion to over $100 Billion across a variety of asset classes both domestic and international. What these organizations have in common is a desire for the latest technology – not only for today but for tomorrow. What sets INDATA apart is its single-minded focus on increasing operational efficiency as part of the technology equation. Like its clients, INDATA is in it for the long term.
MARKETS OUR CLIENTS INVEST IN
OWNERSHIP
Like the vast majority of our clients, we are privately held and employee-owned. That means we are not beholden to any outside interests; our only interest is our clients.
This is in direct contrast to most of the competing firms in our space that are directly tied to shareholders, custodian banks, venture capitalists, and private equity firms who tend to have other conflicting and often short-term interests. Our independence provides our clients with significantly less business risk than our competitors, which has been demonstrated as being mission-critical in today’s markets.
Company Milestones
INDATA Offers First Front-to-Back Office Product First to use Microsoft SQL Server as database platform providing clients with open architecture
INDATA Is First To Integrate Attribution Into Front Office Solution Provides superior attribution, portfolio reporting, and analytical capabilities
INDATA is First To Offer Integrated CRM & Front Office Capabilities Offered through InContact, the industry’s first real-time, fully-integrated web-based solution
INDATA Is First To Release iPM Platform New set of technologies allows end users to collaborate in real-time across the enterprise; shifts portfolio management to a guided, intelligent process
INDATA Launches iPM Cloud iPM Cloud is a secure, private cloud-based solution for investment management firms
INDATA Implements First International Clients Firms enhance trading, compliance, data management and back office via iPM Cloud
INDATA Launches iPM Epic® Industry’s first investment technology platform specifically designed for the era of Big Data
INDATA Launches Architect AI Portfolio modelling system based on AI
INDATA Onboards First APAC Client Enters APAC market
INDATA Announces Integration of Generative AI Capabilities INDATA AI Agent provides data security and data privacy along with a LLM-neutral approach
Continued Support & Innovation INDATA provides ongoing and cutting-edge functionality to clients based on a SaaS approach
