{"id":4380,"date":"2017-08-15T23:25:35","date_gmt":"2017-08-15T15:25:35","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=4380"},"modified":"2024-09-20T13:38:31","modified_gmt":"2024-09-20T21:38:31","slug":"cape-ann-asset-management-implements-indata-ipm-software-suite","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/cape-ann-asset-management-implements-indata-ipm-software-suite\/","title":{"rendered":"Cape Ann Asset Management Implements INDATA iPM Software Suite"},"content":{"rendered":"<h2><span data-sheets-root=\"1\" data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance &amp; More&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\">Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance &amp; More<\/span><\/h2>\n<p>Greenwich, CT \u2014 August 15, 2017 &#8211;\u00a0INDATA, a leading industry provider of software, technology, and services for buy-side firms, today announced that Cape Ann Asset Management has implemented <a href=\"https:\/\/www.indataipm.com\/indata-ipm-portfolio-architect-ai\/\">INDATA\u2019s iPM software suite<\/a> on a front-to-back office basis.<\/p>\n<p>Cape Ann, based in London and with a client service\/marketing office in Massachusetts, is an independent investment management firm that offers a single global developing markets equity program with a rigorous and disciplined value investment process. It also provides exceptional client service to institutional investors, consultants, and family offices.<\/p>\n<p>Cape Ann, a new INDATA client, was looking for a fully integrated investment management software solution to enable them to scale their assets under management quickly. \u201cBy implementing INDATA\u2019s iPM Epic software for our front-to-back office, we are able to operate very efficiently and accommodate our accelerated growth plans,\u201d commented Pete Lockey, Chief Operating Officer.<\/p>\n<p>\u201cWe are very pleased to be Cape Ann Asset Management\u2019s investment software provider and look forward to being a part of their continued growth,\u201d commented David J. Csiki, President of INDATA.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance &amp; More Greenwich, CT \u2014 August 15, 2017 &#8211;\u00a0INDATA, a leading industry provider of software, technology, and services for buy-side firms, today [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2022-09-22 08:02:26","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[103],"tags":[50,55,56],"class_list":["post-4380","post","type-post","status-publish","format-image","hentry","category-press-releases","tag-compliance","tag-oms","tag-portfolio-management","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This 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