With $8 billion in AUM, Dana Investment Advisors is an independent investment management firm headquartered in Brookfield, Wisconsin. Dana provides equity and fixed income strategies to a diverse client base, including institutional investors and high-net-worth individuals. The firm is known for its disciplined, research-driven investment approach and long-standing client relationships.
Dana leverages INDATA’s SaaS-based front-to-back-office platform via the iPM Private Cloud. Originally adopting INDATA for its Order Management System (OMS), Dana has since expanded to utilize middle-and back-office modules and now benefits from INDATA’s latest software release, which integrates Generative AI to further enhance automation and streamline operations.
About INDATA®
INDATA is a leading specialized provider of cloud-native SaaS (Software-as-a-Service), technology and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best-of-class functionality demanded by sophisticated institutional investors, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting-edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buyside clients, including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com
