{"id":5940,"date":"2020-02-19T01:46:08","date_gmt":"2020-02-18T17:46:08","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=5940"},"modified":"2024-09-20T10:14:07","modified_gmt":"2024-09-20T18:14:07","slug":"inverness-counsel-eod-pricing","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/inverness-counsel-eod-pricing\/","title":{"rendered":"Managed Services Case Study"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<h2 style=\"text-align: center;\"><span style=\"color: #76a4b9;\"><strong>Inverness Counsel Benefits from INDATA EOD Pricing Service<\/strong><\/span><\/h2>\n<h3 style=\"text-align: center;\">Firm Utilizes INDATA End-of-Day (EOD) delivered via iPM Cloud to Replace Bloomberg<br \/>\nReducing Costs and increasing Operational Efficiency<\/h3>\n[\/vc_column_text][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1694218929028{padding-bottom: 15px !important;}&#8221;]Inverness Counsel is an independent, registered investment advisor (RIA) based in New York City with more than $3.3 Billion in AUM. Inverness has a long-term track record working with high-net-worth individuals, families, and trusts. As an RIA keenly focused on clients, streamlining data, operations, and technology is essential.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_column_text]A long-time INDATA software client, Inverness had used both in-house and third-party solutions before using INDATA\u2019s software and then expanding to include INDATA EOD as well as iPM Cloud. INDATA\u2019s EOD (End of Day) Pricing Service provides end-of-day prices, splits, dividends, and other corporate actions information to clients. INDATA EOD offers a cost-effective and complete alternative to major industry providers such as Bloomberg and IDC, which are often expensive and difficult to maintain. In addition, INDATA EOD is delivered on a fully automated basis via iPM Cloud as part of INDATA\u2019s <a href=\"https:\/\/www.indataipm.com\/back-office-managed-services\/\">Managed Services Offering<\/a>.[\/vc_column_text][vc_empty_space][\/vc_column][\/vc_row][vc_row bg_type=&#8221;image&#8221; bg_image=&#8221;2132&#8243;][vc_column][vc_empty_space][vc_row_inner][vc_column_inner width=&#8221;3\/4&#8243;][vc_empty_space][vc_column_text]<strong><span style=\"color: #ffffff;\">\u201cNow that we have implemented INDATA\u2019s EOD pricing we have not only been able to reduce costs, we have completely automated our pricing procedures which allows us to focus more on client facing activities.\u201d<\/span><\/strong><\/p>\n<p><span style=\"font-size: 10px; color: #ffffff;\"><strong>Christine Collins, Manager of Operations<\/strong><\/span>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/4&#8243;]<div class=\"grve-element grve-image grve-align-center\" style=\"\"><img decoding=\"async\" width=\"321\" height=\"200\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/02\/Inverness-Counsel-White-Logo.png\" class=\"attachment-full size-full\" alt=\"inverness counsel\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/02\/Inverness-Counsel-White-Logo.png 321w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2020\/02\/Inverness-Counsel-White-Logo-300x187.png 300w\" sizes=\"(max-width: 321px) 100vw, 321px\" \/><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text]INDATA\u2019s SOC 2 Type II and SSAE 18 Type II audited Managed Services Offering delivers a variety of services to clients including data, back-office reconciliation, performance verification, compliance, IT, and other related functions for investment managers. By leveraging managed services, investment firms are expertly positioned for growth where data, essential operational activities, procedures, and tech become elastic and scale to meet the needs of each individual client.<\/p>\n<p><strong>About INDATA EOD<\/strong><\/p>\n<p>INDATA End of Day (EOD) is a service offered by INDATA for in-house or hosted iPM Cloud clients that provides daily securities pricing and reference data. With increased downward fee pressures across the industry, the goal of the INDATA EOD Service is to reduce unnecessary overhead costs associated with third-party data vendors.[\/vc_column_text]<div class=\"grve-element grve-align-center\"><a class=\"grve-btn grve-btn-extrasmall grve-square grve-bg-primary-1\" href=\"https:\/\/info.indataipm.com\/download-eod-brochure\" target=\"_blank\" style=\"\"><span>Request Brochure<\/span><\/a><\/div>[\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] 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 [\/vc_column_text][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1694218929028{padding-bottom: 15px [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":2835,"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":[105],"tags":[],"class_list":["post-5940","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-case-studies","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managed Services Case Study | INDATA<\/title>\n<meta name=\"description\" content=\"Inverness Counsel utilizes INDATA End-of-Day (EOD) delivered via iPM Cloud to replace Bloomberg, reducing costs and increasing operational 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