Advisory Research Investment Management (ARI), based in Chicago, IL, provides discretionary investment management services to institutional and high-net-worth clients through separately managed accounts, limited partnerships, open-end mutual funds, unregistered pooled investment vehicles, and model-based accounts. ARI primarily invests client funds in domestic equity securities (including common stocks of micro, small, mid, and large capitalization companies) and American Depository Receipts (ADRs).
“Now that we have implemented INDATA, we have a single software solution for investment management that spans front office trade order management activities through to back office portfolio accounting and reporting functions. Having a fully integrated system with a single source of data provides a number of efficiencies for us as well as a cost savings to the firm.”
About INDATA®
INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology, and managed outsourcing services for buy-side 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 collaborate efficiently 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 buy-side 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
