Business Intuition

Investment Management Software

SOFTWARE FOR INVESTMENT MANAGEMENT: ONE FULLY INTEGRATED SOLUTION

INDATA’s investment management solutions empower clients to future-proof their firms with advanced technology.

Embedded AI

Natural Language Processing (NLP), Generative AI and Machine learning enable process automation in areas like portfolio construction, modeling, rebalancing, compliance, trading, portfolio accounting, reporting, and more.

Integrations for a Open and Unified Ecosystem

The platform connects with third-party systems for front-middle-back-office functions, operating in real-time via a single database architecture.

Flexibility for Investment Firms

SaaS based solution where updates are automatic, and users can securely access the system from anywhere via the web.

Business Intelligence Insights

Microsoft Power BI enhances analytics using big data technology.

Enhanced Performance

INDATA’s software for investment portfolio management includes advanced performance measurement and attribution reporting.

Comprehensive Solution

INDATA’s Investment Management Software provides a comprehensive front-to-back-office solution.

investment management software

SOLUTIONS BY ROLE

INDATA’s advanced investment management software links traders with portfolio managers, executing brokers, compliance officers, and operations staff in real-time (front- middle- back office), resulting in efficient and error-free trading.
Portfolio Managers

Manage portfolios and make investment decisions more efficiently. Improve performance reporting by relying on BI insights and advanced portfolio analytics like attribution as part of a comprehensive PMS/OMS.
Traders

Execute trade orders rapidly across asset classes more easily. Access to advanced functionality like cross-linked grids, Flexible data search tools using Generative AI, algorithms, and integrated trading blotter analytics delivers these capabilities.
Portfolio Accounting and Operations

Simplify middle and back-office operations with fully automated trade settlement and reconciliation features via a single database architecture.
Risk and Compliance

Create and test complex compliance guidelines enhancing investment risk management capabilities. Fully supports compliance with SEC, UCITS, and GSDS (Global Shareholder Disclosure) and other regulatory guidelines and automates workflows relating to notifications, compliance authorizations, regulatory reporting, and more.
IT and System Administrators

Eliminate IT complexities by adopting the INDATA iPM Cloud, which is private and doesn’t allow the commingling of client data, in line with fiduciary best practices for data privacy and data security.

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SOLUTIONS BY USE CASE

INDATA delivers portfolio management software and a trade order management system that addresses all the challenges most firms encounter. Most struggle with inefficiencies and a lack of continued improvement over time. INDATA solutions clear the way with intuitive technology. Traders and portfolio managers can work more efficiently with access to the information they need when they need it. 

Trade Order Management

Consolidate and simplify all trade order management and portfolio management activities while minimizing friction between end users. With this operating model, firms maximize their technology stack via a cloud-native solution from INDATA.
BI Reporting

Advance data-driven outcomes with BI reporting. BI functionality pulls information from every source needed to deliver enhanced and actionable insights via fully integrated Microsoft Power BI data visualizations.
Back Office Managed Services

Achieve operational efficiency across the enterprise for your portfolio accounting activities with options for complete outsourcing or à la carte managed services as needed for custodial data reconciliation, trade settlement, and more.
Client-Centric Portfolio Management

Handle portfolio management with comprehensive solutions including customizable dashboards, client portal access, CRM functionality, real-time & historical reporting, and simplified access to information.

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SOLUTIONS BY PRODUCT

Modern investment management software supports portfolio managers, traders, compliance officers, and operations professionals to succeed. To understand each organization’s requirements, INDATA experts conduct discovery sessions to learn about challenges and goals. With practical AI as part of each product, efficiency and optimization improve.
INDATA iPM Portfolio Architect AI

The investment industry’s first trade order management, portfolio management (OMS/PMS), and reporting solution uses AI and machine learning for order and execution management.
Architect AI Reporting

Architect AI Reporting is an AI enhanced investment management reporting tool that integrates, analyzes, and reports on data from any source. This aggregation of data allows investment managers to access enterprise-wide business intelligence reporting via fully integrated Microsoft Power BI.
iPM Portal

iPM Portal is a portfolio analytics, client portfolio management, and CRM tool. It enables a complete view of portfolio information and client relationship activities in one system. Clients can also view their portfolio data anytime with a web-based portal.
iPM Cloud

iPM Cloud is the private cloud platform that hosts all the INDATA SaaS-based solutions. It can also host other proprietary data and software solutions that clients use. It includes all hardware and software, providing a secure, remote environment. Updates are automatic, and there are no more capital expenses from on-premises installations related to IT.

master data model

KEY FEATURES OF INDATA'S INVESTMENT MANAGEMENT SOFTWARE

ROBUST TRADE ORDER MANAGEMENT

Achieve flexibility, which traders and portfolio managers need, in trade creation. The platform provides clients with a full Investment Book of Record (IBOR), in addition to the flush-and-fill method as preferred by the end client.

ADVANCED TRADING FEATURES

Leverage sophisticated types of trading scenarios required by the trading desk. No matter the complexity of the trade, the system is agile enough to accommodate. It’s easy to use and configurable.

COMPLIANCE: PRE, POST-TRADE, AND REAL-TIME

Enable real-time compliance with additional managed services for users whenever necessary. This provides a best-of-class, institutional-grade compliance solution.

PORTFOLIO MODELING, MAINTENANCE & ATTRIBUTION

Ensure precision and accelerate these workflows with embedded AI. These tools offer advanced functionality for portfolio modeling based on a multi-asset approach, along with portfolio maintenance tools and attribution.

PORTFOLIO ACCOUNTING WITH MANAGED BACK-OFFICE SERVICES

Streamline investment operations to relieve firms from labor-intensive tasks. Services include back office reconciliation with custodians, prime brokers, and fund administrators, as well as trade settlement, Compliance-as-a-Service, IT, and data management services.

EVENT-DRIVEN AUDIT TRAIL & INTEGRATED REGULATORY REPORTING

Generate event-driven audit trails quickly and also create and automate regulatory reporting. Getting this mission-critical information into a usable form is possible with minimal clicks.

ENTERPRISE-WIDE BI REPORTING

Use the power of fully integrated Microsoft Power BI for SaaS-based BI reports to advance data-driven decision-making. Users can access insights from a fully integrated and aggregated data management platform provided by INDATA. Go from insight to action rapidly.

PRACTICAL AI TOOLS FOR GREATER AUTOMATION

Take advantage of smart automation powered by AI. Users spend less time on tedious tasks when AI automates repetitive tasks. This simplifies workflows and removes the risk of human error.

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WHY CHOOSE INDATA?

INDATA software for investment portfolio management features and capabilities allow firms to reimagine everyday activities in a much more efficient way. Enjoy greater speed, accuracy, and context. Real-time data, custom reporting, integrations, analytics, and customizable dashboards offer a comprehensive and unique approach to investment management technology.

Real-Time and Historical Insights

Users have access to complete portfolio dashboards of current and historical data for more informed decision-making.

Seamless Workflows and Integration

Solutions align with the needs and expectations of firms which INDATA provides based on its 25+ years of experience.

Accurate Reporting and Complete Transparency

Accurate reporting and complete transparency set firms and their clients up for success, fostering trust and ensuring reliability.

INVESTMENT MANAGEMENT SOFTWARE FAQS

What exactly is investment management software?

An investment management platform provides a comprehensive solution for tracking portfolios, managing trade orders, ensuring risk and compliance, and performing analytics. It’s the central hub for portfolio activities.

How does INDATA’s solution stand out from traditional systems?

It’s a fully integrated OMS/PMS/Back-Office solution that embeds practical AI for automation. It’s SaaS-based and private cloud-hosted, so updates and maintenance are no longer the responsibility of users. Advanced trading features, compliance across the trading lifecycle, robust modeling, audit trail, advanced reporting, and business intelligence analytics are all in one system to streamline investment operations.

Is the software suitable for both large and small investment firms?

Yes, any size firm can benefit from INDATA’s investment management software. It’s customizable and easy to use.

What kind of roles within a firm will benefit from this software?

The solution provides support for many positions. Portfolio managers can advance performance through BI insights and attribution analytics. Traders can execute more rapidly with integrated functionality. Operations professionals appreciate automation and simplicity for middle and back-office operations. Risk and compliance professionals can build and test guidelines for regulatory compliance, and IT administrators no longer have to manage back-end tech.

How does the SaaS model impact costs and implementation?

SaaS software resides in the cloud, so firms do not need any on-site servers or related hardware. These remove capital expenses from budgets. Implementation is easy because of the nature of SaaS. It’s an installation within the cloud that then provides access to users wherever they are. Maintenance and updates of INDATA’s Investment Management Software is taken care of by INDATA.

REQUEST A DEMO

Complete the form to test out our AI investment management platform. An INDATA team member will be in touch to discuss simplifying and improving workflows.

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