Cape Ann Asset Management Implements INDATA iPM Software Suite

Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance & More

Greenwich, CT — August 15, 2017 – INDATA, a leading industry provider of software, technology, and services for buy-side firms, today announced that Cape Ann Asset Management has implemented INDATA’s iPM software suite on a front-to-back office basis.

Cape Ann, based in London and with a client service/marketing office in Massachusetts, is an independent investment management firm that offers a single global developing markets equity program with a rigorous and disciplined value investment process. It also provides exceptional client service to institutional investors, consultants, and family offices.

Cape Ann, a new INDATA client, was looking for a fully integrated investment management software solution to enable them to scale their assets under management quickly. “By implementing INDATA’s iPM Epic software for our front-to-back office, we are able to operate very efficiently and accommodate our accelerated growth plans,” commented Pete Lockey, Chief Operating Officer.

“We are very pleased to be Cape Ann Asset Management’s investment software provider and look forward to being a part of their continued growth,” commented David J. Csiki, President of INDATA.

David Csiki

Author

David Csiki is the Managing Director and President of INDATA, a leading industry provider of software and services for buy-side firms including trade order management (OMS), compliance, portfolio accounting, and front-to-back office technology solutions. Prior to joining INDATA, Csiki was Manager of Marketing and Investor Relations at NYFIX, Inc. and was instrumental in developing the product concept and planning the successful launch of the company’s flagship product, NYFIX, a FIX broker network.