portfolio management Archives | INDATA iPM Intelligent Portfolio Management Fri, 20 Sep 2024 21:41:18 +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 portfolio management Archives | INDATA 32 32 AI for the Masses: Smaller Shops Access New Tools for Edge https://www.indataipm.com/ai-for-the-masses-smaller-shops-access-new-tools-for-edge/ Tue, 10 Apr 2018 21:43:23 +0000 https://www.indataipm.com/?p=5050 Artificial Intelligence in asset management is no longer just for giants like BlackRock and Fidelity. Small and medium-sized managers can increasingly access machine learning technology from third-party providers – although […]

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]]> INDATA Obtains SOC2 and SSAE 18 Accreditations https://www.indataipm.com/indata-obtains-soc2-and-ssae-18-accreditations/ Wed, 03 Jan 2018 09:02:53 +0000 https://www.indataipm.com/?p=4455 iPM Sets the Industry Standard for High Availability Software Greenwich, CT — January 3, 2018 – INDATA, a leading industry provider of software, technology, and services for buy-side firms, today […]

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]]> Arga Investment Management Adopts INDATA’s iPM Epic Cloud Suite https://www.indataipm.com/arga-investment-management-implements-indatas-cloud-based-ipm-epic-software-suite/ Wed, 13 Sep 2017 07:35:39 +0000 https://www.indataipm.com/?p=4413 Firm Gains Greater Trading, Compliance, Reporting & Back Office Capabilities Greenwich, CT — September 13, 2017 – INDATA, a leading industry provider of software, technology, and services for buy-side firms, […]

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]]> Cape Ann Asset Management Implements INDATA iPM Software Suite https://www.indataipm.com/cape-ann-asset-management-implements-indata-ipm-software-suite/ Tue, 15 Aug 2017 15:25:35 +0000 https://www.indataipm.com/?p=4380 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 […]

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]]> Big Data Tops Technology Trends https://www.indataipm.com/big-data-tops-technology-trends/ Mon, 07 Apr 2014 08:49:22 +0000 http://www.indataweb.com/?p=1802 Interesting article in last week’s Institutional Investor on future technology trends. While many of the trends cited in the article seem quite abstract and subject to change based on business […]

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]]> Switching OMSs: Not as Daunting as One Would First Suppose https://www.indataipm.com/switching-omss-not-as-daunting-as-one-would-first-suppose/ Mon, 25 Feb 2013 09:01:43 +0000 http://www.indataweb.com/?p=1407 While the cost of the new OMS might be an issue with some vendors, the actual conversion and implementation of an OMS is really not that difficult, especially compared with an endeavor like switching portfolio accounting systems.

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