Business Intuition

Case Studies

Pier capital institutional llc equity management

Pier Capital Live with INDATA

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Boutique Investment Adviser Streamlines Operations via INDATA Outsourcing Services Greenwich, CT – February 15, 2023 – INDATA®, a leading industry provider of software, technology and managed outsourcing services for buy-side…

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Indata iPM Cloud Technology

Renaissance Investment Management Benefits From iPM Cloud

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Firm Utilizes iPM Cloud to host all local servers and in-house technology Founded in 1978, Renaissance Investment Management (RIM) is an SEC-registered investment advisor based in the Greater Cincinnati, Ohio…

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Managed Services Case Study

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Inverness Counsel Benefits from INDATA EOD Pricing Service Firm Utilizes INDATA End-of-Day (EOD) delivered via iPM Cloud to Replace Bloomberg Reducing Costs and increasing Operational Efficiency Inverness Counsel is an…

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new york skyline

Front-to-Back System Helps Asset Manager Grow Assets, Not Costs

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Pzena Investment Management, a New York based firm with approximately $32 billion in assets under management and a focus on deep value, has expanded its use of Microsoft-based INDATA from the…

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Silchester International Investors

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Silchester International Investors (SII), an investment management firm with approximately $30 billion of assets under management based in London, began to think about its investment accounting system in an effort…

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boston skyline

iPM Client Profile – Renaissance Investment Management

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Renaissance Investment Management is now live with INDATA’s iPM Renaissance Investment Management is a majority-owned affiliate of Affiliated Managers Group (AMG), a Boston-based holding company. Renaissance provides investment management services…

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foster city aerial view

iPM Client Profile – Bailard

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Bailard is now live with INDATA’s iPM – Intelligent Portfolio Management® platform, utilizing the system on a front-to-back office basis for its investment operations. Based in Foster City, CA, Bailard…

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