INDATA
Massive amounts of financial data come with the territory for investment firms, but managing it is challenging. That’s why modern data management software solutions are especially crucial in the finance…
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By the end of 2023, Gartner estimates the worldwide public cloud use spending will reach nearly $600 billion. If their estimations are correct, it would be a 21.7% increase in…
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INDATA recently participated in AM Tech Day 2025 in Sydney, Australia, where we showcased our advanced OMS and portfolio management software. During the event, David Csiki, Managing Director and President…
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Compliance in portfolio management has become more complex. With so many data sources and the adoption of technology, firms must look to tools that enable real-time compliance monitoring. With these…
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Many buy-side firms face the perennial dilemma of doing more with less. As investors seek more low-fee ways to trade, investment managers need a modern way to remain competitive and…
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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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The innovation of technology has revolutionized the finance industry through fintech, and it will continue to do so. These innovative changes are transforming the way investments are made, whether it’s…
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Modernizing portfolio management aligns directly with automation. Applying new technology to old processes has the potential to improve efficiency and eliminate manual tasks. As organizations look for ways to be…
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Metrics tell the complete story of how successful a portfolio manager is. While performance often takes center stage (i.e. rates-of-return), other metrics are equally vital. As portfolios expand and client…
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Each role within an investment firm has defined responsibilities and mandates. Traders, portfolio managers, and compliance officers have different functions. However, they do have the shared goal of growing AUM…
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