More than 200 Enhancements and System Changes
Spanning Front, Middle and Back Office
Greenwich, CT – September 10, 2024 – INDATA, a leading industry provider of cloud-native, SaaS-based solutions for buyside firms, today announced a software release providing enhanced technology, functionality and productivity improvements for clients.
Highlights include:
- New Front Office OMS/Portfolio Management Functionality including “dark” mode for Architect AI users, new AI-based workflows using natural language, additional tax lot harvesting functionality, OMS enhancements requested by traders and portfolio managers, and additional trading algos from leading brokers
- New Back Office Portfolio Accounting Functionality providing greater efficiency including new recon blotter, “as of” holdings dashboard, and further support of additional asset classes such as bank loans
- New Data Visualizations & Reports for Architect AI Reporting users which provides stand-alone, customizable reporting that integrates standardized system reports as well as data visualizations based on fully integrated Microsoft Power BI published in ongoing system updates
- New Mobile App for iPM Portal available within the App Store and Google Play. Offers end users access to data and reports based on portfolio information that is easily customizable and configurable according to individual user preferences
- General System Enhancements related to the recent T+1 change, additional workflow automation tools for system processes, new event-driven system alerts, and additional granularity surrounding audit trail features
“Our latest software release advances INDATA’s roadmap of enhancements in the key areas of our SaaS solutions, including trade order management, portfolio accounting, reporting and client portal, all based on cloud-native functionality, practical AI tools, and fully integrated BI. The continuous innovation and evolution of our products and services provides investment benefiting the ability to future-proof their trading and operations while also benefiting from ongoing enhancements that are directly requested by clients.”
David Csiki, INDATA
About INDATA®
INDATA is a leading specialized provider of 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
