API Archives | INDATA iPM Intelligent Portfolio Management Fri, 21 Mar 2025 21:57:51 +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 API Archives | INDATA 32 32 Finextra: Automating Client Outreach and Reporting https://www.indataipm.com/finextra-automating-client-outreach-and-reporting/ Fri, 19 Feb 2021 21:24:40 +0000 https://www.indataipm.com/?p=6482 The post Finextra: Automating Client Outreach and Reporting appeared first on INDATA.

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The Trade: Automating Client Outreach https://www.indataipm.com/automate-client-outreach-trade-feature/ Sun, 14 Feb 2021 22:53:29 +0000 https://www.indataipm.com/?p=6475 The post The Trade: Automating Client Outreach appeared first on INDATA.

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INDATA Secures New Buy-Side Client for its AI OMS https://www.indataipm.com/atlas-featured-trade-news/ Sun, 31 May 2020 16:37:20 +0000 https://www.indataipm.com/?p=6366 The post INDATA Secures New Buy-Side Client for its AI OMS appeared first on INDATA.

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Despite COVID, ATLAS Infrastructure Launches AI Trading System https://www.indataipm.com/atlas-infrastructure-featured-in-ftf/ Tue, 26 May 2020 18:29:28 +0000 https://www.indataipm.com/?p=6373 ATLAS Infrastructure was featured in FTF talking about the remote implementation of Architect AI OMS despite disruptions caused by COVID-19. Read the Article Here

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ATLAS Infrastructure Leverages Architect AI OMS https://www.indataipm.com/atlas-infrastructure-featured-in-bobsguide/ Wed, 20 May 2020 18:20:24 +0000 https://www.indataipm.com/?p=6368 ATLAS Infrastructure was featured in BobsGuide talking about leveraging the latest technologies like Architect AI to deliver a fully modern OMS and portfolio management solution that is streamlined in terms […]

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Managers Grapple with Oversight of Tech and Ops Projects https://www.indataipm.com/managers-grapple-with-oversight-of-tech/ Tue, 01 Oct 2019 21:55:08 +0000 https://www.indataipm.com/?p=5652 As asset management firms tap into emerging technologies like AI and outsourcing functions to replace legacy systems, some firms grapple with having the right oversight in place to prevent costly […]

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The Emergence of AI Tools in Portfolio Management https://www.indataipm.com/ai-tools-assist-in-investment-and-trading-functions/ Fri, 05 Oct 2018 21:09:59 +0000 https://www.indataipm.com/?p=4705 INDATA’s David Csiki featured today in FundFire commenting on AI in financial services and how it relates to the concept of APIs and data models. Read the Article Here

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INDATA Launches Portfolio Architect AI https://www.indataipm.com/indata-launches-portfolio-architect-ai/ Tue, 10 Apr 2018 07:28:35 +0000 https://www.indataipm.com/?p=4524 Industry’s first AI Portfolio Construction, Modeling, Rebalancing & Reporting Solution Greenwich, CT – April 10, 2018 – INDATA®, a leading industry provider of software, technology, and services for buy-side firms, […]

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INDATA Epic Data API to Improve Data Integration for Pzena https://www.indataipm.com/pzena-investment-management-to-integrate-indatas-new-epic-data-api-solution/ Tue, 01 Aug 2017 07:07:18 +0000 https://www.indataipm.com/?p=4328 Firm Expands INDATA Software for Centralized Big Data Investment Data Source Greenwich, CT — August 1, 2017 – INDATA, a leading industry provider of software, technology, and services for buy-side […]

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Active vs. Passive Management: Data-Driven Guide to Key Differences https://www.indataipm.com/active-vs-passive-management-data-key-managers-differentiate/ Wed, 24 May 2017 18:13:44 +0000 https://www.indataipm.com/?p=4299 According to a recent article in FundFire, managers must understand what institutions are looking for in constructing portfolios that fit their risk/return and fee profiles in order to effectively market […]

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