{"id":7897,"date":"2025-05-05T12:36:29","date_gmt":"2025-05-05T20:36:29","guid":{"rendered":"https:\/\/www.indataipm.com\/?page_id=7897"},"modified":"2026-01-30T14:20:56","modified_gmt":"2026-01-30T22:20:56","slug":"bi-reporting","status":"publish","type":"page","link":"https:\/\/www.indataipm.com\/bi-reporting\/","title":{"rendered":"BI Reporting Powered by AI"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row heading_color=&#8221;light&#8221; middle_content=&#8221;yes&#8221; bg_type=&#8221;image&#8221; bg_image=&#8221;2220&#8243; header_feature=&#8221;yes&#8221; padding_top=&#8221;50px&#8221; padding_bottom=&#8221;50px&#8221; margin_bottom=&#8221;0px&#8221; el_class=&#8221;banner-section&#8221;][vc_column][vc_row_inner][vc_column_inner][vc_empty_space height=&#8221;30px&#8221;][vc_custom_heading source=&#8221;post_title&#8221; font_container=&#8221;tag:h1|font_size:60px|text_align:center|color:%23ffffff|line_height:84px&#8221; use_theme_fonts=&#8221;yes&#8221; css=&#8221;&#8221;][vc_column_text css=&#8221;&#8221; text_style=&#8221;subtitle&#8221; el_class=&#8221;banner-subtext&#8221;]<span style=\"color: #ffffff;\"><span style=\"font-weight: 400;\">Implement easy-to-use, SaaS-based <\/span><span style=\"font-weight: 400;\">business intelligence reporting tools<\/span><span style=\"font-weight: 400;\">. Advance data-driven decision-making by integrating data analytics. Access insights across sources to differentiate from other firms with INDATA\u2019s <\/span><span style=\"font-weight: 400;\">BI reporting and analytics<\/span><span style=\"font-weight: 400;\">.<\/span><\/span>[\/vc_column_text]<div class=\"grve-element grve-align-center\"><a class=\"grve-btn grve-btn-small grve-square grve-bg-primary-3\" href=\"https:\/\/www.indataipm.com\/request-a-demo\/\" target=\"_self\" style=\"margin-bottom: 0px;\"><span>REQUEST A DEMO<\/span><\/a><\/div>[vc_empty_space height=&#8221;10px&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; padding_bottom=&#8221;30px&#8221;][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;custom-pr-4&#8243;][vc_custom_heading text=&#8221;BUSINESS INTELLIGENCE REPORTING FROM INDATA&#8221; font_container=&#8221;tag:h2|text_align:left|color:%2371a9c1&#8243; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1769810146087{padding-top: 100px !important;}&#8221; el_class=&#8221;custom-h2&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">INDATA\u2019s Architect AI Reporting is a modern Software-as-a-Service (SaaS) solution. <\/span><span style=\"font-weight: 400;\">It<\/span><span style=\"font-weight: 400;\"> allows investment managers to aggregate data sources and integrate data from key providers to provide <\/span><span style=\"font-weight: 400;\">enterprise-wide<\/span> <span style=\"font-weight: 400;\">BI reporting<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Architect AI Reporting works within<\/span><a href=\"https:\/\/www.indataipm.com\/ipm-portal\/\"> <span style=\"font-weight: 400;\">INDATA\u2019s iPM<\/span><\/a><span style=\"font-weight: 400;\">, the industry\u2019s first investment management platform designed for the era of big data.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">INDATA created iPM to work effectively with a variety of large data sets. Those sources can be <\/span><span style=\"font-weight: 400;\">internal or external. <\/span><span style=\"font-weight: 400;\">Investment management routinely uses these with great effort and a significant expenditure of resources. <\/span><span style=\"font-weight: 400;\">BI reporting tools<\/span><span style=\"font-weight: 400;\">,<\/span><a href=\"https:\/\/www.indataipm.com\/indata-software-release-integrating-generative-ai-capabilities\/\"> <span style=\"font-weight: 400;\">powered with AI<\/span><\/a><span style=\"font-weight: 400;\">, simplify this workflow.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">What Is <\/span><span style=\"font-weight: 400;\">BI Reporting<\/span><span style=\"font-weight: 400;\">?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Business intelligence reporting<\/span><span style=\"font-weight: 400;\"> describes using tools and technology to analyze and present data, delivering insights for informed decision-making. It creates workflows for automated data collection, analysis, and presentation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s a versatile tool that can support performance assessment, trend identification, insight awareness, and data accuracy. It serves a prominent role in investment management, simplifying processes and delivering actionable insights.<\/span>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221;]\n<h2><span style=\"font-weight: 400;\">How <\/span><span style=\"font-weight: 400;\">BI Reporting<\/span><span style=\"font-weight: 400;\"> Works<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Business intelligence reporting software<\/span><span style=\"font-weight: 400;\"> enables <\/span><span style=\"font-weight: 400;\">users to aggregate and report on data from various data sources. It provides metrics and <\/span><span style=\"font-weight: 400;\">analytics <\/span><span style=\"font-weight: 400;\">related to this data. It <\/span><span style=\"font-weight: 400;\">can then provide<\/span> <span style=\"font-weight: 400;\">for dimensions around consolidated BI data, such as time horizons. Users can also create custom BI reports quickly with options for additional metrics and data parameters.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">INDATA\u2019s Architect AI Reporting solution for <\/span><span style=\"font-weight: 400;\">BI Reporting<\/span><span style=\"font-weight: 400;\"> is easy to use and <\/span><span style=\"font-weight: 400;\">positioned for the era of big data.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Why Investment Managers Need Modern <\/span><span style=\"font-weight: 400;\">BI Reporting<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Business intelligence reporting tools<\/span><span style=\"font-weight: 400;\"> provide great value to firms. With such a platform, users can derive insights from large datasets immediately. The manual tasks are no longer a barrier to this because <\/span><span style=\"font-weight: 400;\">BI reporting<\/span><span style=\"font-weight: 400;\"> is an automated model. Firms boost efficiency and have access to intelligence and insights much sooner.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; padding_bottom=&#8221;30px&#8221;][vc_column el_class=&#8221;custom-pr-4&#8243;]<div class=\"grve-element grve-align-center\"><a class=\"grve-btn grve-btn-small grve-round grve-bg-primary-1\" href=\"https:\/\/www.indataipm.com\/request-a-demo\/\" target=\"_self\" style=\"\"><span>REQUEST A DEMO<\/span><\/a><\/div>[\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; bg_type=&#8221;image&#8221; opacity_overlay=&#8221;80&#8243; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221; margin_bottom=&#8221;0px&#8221; el_class=&#8221;features-section&#8221;][vc_column]<div class=\"grve-element grve-video\" style=\"\"><iframe title=\"INDATA AI BI Reporting\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/1SIQkJJYyfI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>[\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; bg_type=&#8221;image&#8221; bg_image=&#8221;99&#8243; opacity_overlay=&#8221;80&#8243; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221; margin_bottom=&#8221;0px&#8221; el_class=&#8221;features-section&#8221;][vc_column][vc_custom_heading text=&#8221;TOP FEATURES OFFERED&#8221; font_container=&#8221;tag:h2|text_align:center|color:%23ffffff&#8221; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1690844337482{padding-bottom: 15px !important;}&#8221; el_class=&#8221;custom-h2&#8243;][vc_row_inner el_class=&#8221;service-row&#8221;][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>FULL REPORT CUSTOMIZATION<\/span><\/h3>    <p class=\"\">Get the data needed with the click of a button. Eliminate the tedious steps of importing and exporting data for reports via Excel and reengineering them with macros.<\/p>  <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>INTERACTIVE DASHBOARDS<\/span><\/h3>    <p class=\"\">Access detailed dashboards with valuable information for data analysis, decision-making, and presentation to clients. Confidently deliver reports based on exceptional data integrity and trackable data lineage.<br \/>\n<\/p>  <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>PLUG-IN INTEGRATIONS<\/span><\/h3>    <p class=\"\">Access detailed dashboards with valuable information for data analysis, decision-making, and presentation to clients. Confidently deliver reports based on exceptional data integrity and trackable data lineage.<\/p>  <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>REAL-TIME ALERTS<\/span><\/h3>    <p class=\"\">Receive proactive alerts to situations and processes. Notifications encompass things that need immediate or future attention, giving users real-time control.<br \/>\n<\/p>  <\/div><\/div>[\/vc_column_inner][\/vc_row_inner][vc_row_inner el_class=&#8221;service-row&#8221;][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>AUTOMATION<\/span><\/h3>    <p class=\"\">Automate big data challenges within each aspect of the investment process. Optimize the capture, storage, search, sharing, analysis, and visualization of data from a front-, middle-, and back-office perspective for a competitive advantage.<br \/>\n<\/p>  <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>PRIVATE CLOUD HOSTING<\/span><\/h3>    <p class=\"\">Leverage Architect AI Reporting via iPM Cloud, INDATA\u2019s private cloud solution. This eliminates installation, maintenance, and ongoing support activities. Employ software and services without managing the underlying IT infrastructure.<\/p>  <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>MICROSOFT POWER BI<\/span><\/h3>    <p class=\"\">Uncover insights and turn them into action with Power BI. With this fully integrated platform, connect to and visualize any data within a scalable solution that offers self-service or enterprise BI solutions.<\/p>  <\/div><\/div>[\/vc_column_inner][vc_column_inner el_class=&#8221;service-box&#8221; width=&#8221;1\/4&#8243; tablet_width=&#8221;1-2&#8243; tablet_sm_width=&#8221;1-2&#8243;]<div class=\"grve-element grve-box-icon grve-align-left icons-box\" style=\"\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-alt-circle-right\"><\/div>  <div class=\"grve-box-content\"><h3 class=\"grve-box-title\"><span>DATA REPOSITORY<\/span><\/h3>    <p class=\"\">Uncover insights and turn them into action with Power BI. With this fully integrated platform, connect to and visualize any data within a scalable solution that offers self-service or enterprise BI solutions.<\/p>  <\/div><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221;][vc_column el_class=&#8221;custom-pr-4&#8243;][vc_custom_heading text=&#8221;HOW TO POWER BI REPORTS USING SAAS APPROACH&#8221; font_container=&#8221;tag:h2|text_align:left|color:%2371a9c1&#8243; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1769811250619{padding-bottom: 20px !important;}&#8221; el_class=&#8221;custom-h2&#8243;]<div class=\"grve-element grve-image grve-align-center\" style=\"\"><img decoding=\"async\" width=\"2560\" height=\"1169\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-scaled.png\" class=\"attachment-full size-full\" alt=\"bi reporting in indata\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-scaled.png 2560w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-300x137.png 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-1024x468.png 1024w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-768x351.png 768w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-1536x702.png 1536w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/BI-Reporting-1920x877.png 1920w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/div>[vc_column_text css=&#8221;.vc_custom_1769811282175{padding-top: 30px !important;}&#8221;]<span style=\"font-weight: 400;\">INDATA\u2019s Architect AI Reporting uses fully integrated Microsoft Power BI for easy data integration and reporting. With <\/span><span style=\"font-weight: 400;\">this tool<\/span><span style=\"font-weight: 400;\">, firms don\u2019t need extensive resources or technical expertise. It\u2019s web-based and requires no installation or in-house programming.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, by automating and streamlining manual processes, INDATA\u2019s <\/span><span style=\"font-weight: 400;\">BI reporting<\/span><span style=\"font-weight: 400;\"> helps wealth management firms increase accuracy, save time, and build trust with clients.<\/span><\/p>\n<h3>Microsoft Power BI Reporting<\/h3>\n<p><span style=\"font-weight: 400;\">Architect AI Reporting includes a full set of BI reports that use Microsoft Power BI. INDATA\u2019s powerful BI report builder <\/span><span style=\"font-weight: 400;\">offers customizable <\/span><span style=\"font-weight: 400;\">interactive reports, visualizations, and dashboards. <\/span><span style=\"font-weight: 400;\">View detailed <\/span><span style=\"font-weight: 400;\">graphics, including internal analytical reports and external reporting for investor presentations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The software integrates <\/span><span style=\"font-weight: 400;\">data from available sources, including historical information for comprehensive enterprise reporting for positions, transactions, attribution, and other investment data. Customize reports in seconds with Excel-like functionality. <\/span><span style=\"font-weight: 400;\">Combine <\/span><span style=\"font-weight: 400;\">data sources on the fly and access data quickly <\/span><span style=\"font-weight: 400;\">for action<\/span><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Benefits of Enterprise <\/span><span style=\"font-weight: 400;\">BI Reporting<\/span><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Optimizing data for speed and performance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integration of all data streams<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Real-time control<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Efficient workflows<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improved accuracy and confidence in data<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Faster, repeatable reporting processes<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Better KPI tracking and predictive insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scalable, secure enterprise access<\/span><\/li>\n<\/ul>\n[\/vc_column_text]<div class=\"grve-element grve-align-center\"><a class=\"grve-btn grve-btn-small grve-round grve-bg-primary-1\" href=\"https:\/\/www.indataipm.com\/request-a-demo\/\" target=\"_self\" style=\"\"><span>REQUEST A DEMO<\/span><\/a><\/div>[\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; bg_type=&#8221;color&#8221; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221; bg_color=&#8221;#434449&#8243; el_class=&#8221;solution-role-section&#8221;][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;custom-pr-4&#8243;][vc_custom_heading text=&#8221;SOLUTIONS BY ROLE\/INDUSTRY&#8221; font_container=&#8221;tag:h2|text_align:left|color:%23ffffff&#8221; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;&#8221; el_class=&#8221;custom-h2&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400; color: #ffffff;\">Adopting INDATA\u2019s AI Architect software creates a foundation for a firm\u2019s growth and success. Each role within the firm can benefit from its many features and AI automation.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400; color: #ffffff;\">Traders can rapidly execute orders and use advanced blotter functionality. Portfolio managers can generate \u201cwhat-if\u201d trades, rebalance portfolios, and update models with practical AI tools. Compliance can test guidelines and automate notifications. Middle back office operations have automated trade settlements to support position keeping and can automate data reconciliation for accurate books and records needed for portfolio accounting.<\/span>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;custom-pl-4&#8243;]<div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/wealth-managers-and-advisors\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/wealth-managers-and-advisors\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Wealth Managers and Advisors<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/institutional-investment-management-software\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/institutional-investment-management-software\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Institutional Investment Managers<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/hedge-fund-management-software\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/hedge-fund-management-software\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Hedge Funds<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/pension-sovereign-wealth-fund-management\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/pension-sovereign-wealth-fund-management\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Pension\/Sovereign Wealth<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/investment-management-software\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/investment-management-software\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Portfolio Management\/Trading<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/portfolio-accounting-operations-management\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/portfolio-accounting-operations-management\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Portfolio Accounting\/Operations<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/it-system-administrators-software\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/it-system-administrators-software\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>IT and System Administrators<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box light\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/investment-management-software\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/investment-management-software\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Compliance<\/span><\/h5><\/a>  <\/div><\/div>[\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; bg_type=&#8221;color&#8221; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221; el_class=&#8221;solution-role-section&#8221;][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;custom-pr-4&#8243;]<div class=\"grve-element grve-box-icon grve-align-right role-icon-box\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/indata-ipm-portfolio-architect-ai\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/indata-ipm-portfolio-architect-ai\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>INDATA iPM Portfolio Architect AI<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/ipm-cloud\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/ipm-cloud\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>iPM Cloud<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/ipm-portal\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/ipm-portal\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>iPM Portal<\/span><\/h5><\/a>  <\/div><\/div><div class=\"grve-element grve-box-icon grve-align-right role-icon-box\" style=\"margin-bottom: 15px;\"><a href=\"https:\/\/www.indataipm.com\/architect-ai-reporting\/\" target=\"_self\">  <div class=\"grve-icon grve-small grve-simple grve-no-shape grve-color-primary-1 fas fa-arrow-right\"><\/div><\/a>  <div class=\"grve-box-content\"><a href=\"https:\/\/www.indataipm.com\/architect-ai-reporting\/\" target=\"_self\"><h5 class=\"grve-box-title\"><span>Architect AI Reporting<\/span><\/h5><\/a>  <\/div><\/div>[\/vc_column][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;custom-pl-4&#8243;][vc_custom_heading text=&#8221;SOLUTIONS BY PRODUCT&#8221; font_container=&#8221;tag:h2|text_align:left|color:%2371a9c1&#8243; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;&#8221; el_class=&#8221;custom-h2&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">INDATA<\/span><span style=\"font-weight: 400;\"> Architect AI<\/span><span style=\"font-weight: 400;\"> is a complete solution for portfolio management. Its integrated, data-driven framework makes it a valuable asset for any firm. With this unique and robust platform, organizations can reach operational efficiency goals and receive insights faster.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row bg_type=&#8221;image&#8221; bg_image=&#8221;2437&#8243; el_class=&#8221;faq-section-wrap&#8221; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221;][vc_column][vc_custom_heading text=&#8221;FREQUENTLY ASKED QUESTIONS&#8221; font_container=&#8221;tag:h2|text_align:center|color:%23ffffff&#8221; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1690609055354{margin-bottom: 40px !important;}&#8221;][vc_tta_accordion c_icon=&#8221;chevron&#8221; active_section=&#8221;1&#8243; el_class=&#8221;custom-faq-widget&#8221;][vc_tta_section title=&#8221;What Is BI Reporting?&#8221; tab_id=&#8221;1690539839672-e26867f4-7e4b&#8221;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Business intelligence reporting<\/span><span style=\"font-weight: 400;\"> enables fully automated data collection, analysis, and presentation that\u2019s easy to act on and understand. It <\/span><span style=\"font-weight: 400;\">meets <\/span><span style=\"font-weight: 400;\">many needs, including:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Assessing performance<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identifying trends<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Communicating insights to employees and clients<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ensuring accurate data\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The value of large data sets across disparate systems can be lost. <\/span><span style=\"font-weight: 400;\">BI reporting<\/span><span style=\"font-weight: 400;\"> makes sure it doesn\u2019t<\/span><span style=\"font-weight: 400;\">. When<\/span> <span style=\"font-weight: 400;\">business intelligence reports<\/span> <span style=\"font-weight: 400;\">are part of a firm\u2019s investment operations, managers can experience tangible benefits. Integrating AI into this process further enhances the potential for more rapidly available and actionable insights.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;What is BI reporting in the context of investment management?&#8221; tab_id=&#8221;1746229608663-f25e3605-a567&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Business intelligence reporting<\/span><span style=\"font-weight: 400;\"> enables a firm to leverage data analytics to create interactive reports. The tool allows users to aggregate data sources into one platform and gain visibility <\/span><span style=\"font-weight: 400;\">into <\/span><span style=\"font-weight: 400;\">the dimensions of the consolidated information. The solution ensures firms can gain insights into large volumes of data, all with the confidence that it\u2019s accurate.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;How do I create a BI Report?&#8221; tab_id=&#8221;1690540428203-b4259642-5866&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">There are five steps to take:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Define goals by documenting intended objectives.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Collect data from required sources, review where it resides, its format, and when the data is refreshed.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Choose an existing web-based BI report visualization with the functionality required for an interactive dashboard approach to viewing data.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select <\/span><span style=\"font-weight: 400;\">an existing BI Report or design a new report with visuals and data organization to make it easy to understand and interpret.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Share the information with stakeholders via Architect AI Reporting, via email, or mobile app.<\/span><\/li>\n<\/ol>\n[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;What is Big Data Analytics?&#8221; tab_id=&#8221;1690540424724-6311c685-b1de&#8221;][vc_column_text]<span style=\"font-weight: 400;\">Big data analytics refers to collecting, storing, analyzing, and interpreting large, complex datasets. The intention is to extract practical insights. Firms adopt it to improve decision-making, identify trends, and support predictions.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;What kind of insights can I get from INDATA&#8217;s BI reporting tools?&#8221; tab_id=&#8221;1746229674678-fb3f3eb4-f41f&#8221;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">AI powers INDATA <\/span><span style=\"font-weight: 400;\">business intelligence reporting software<\/span> <span style=\"font-weight: 400;\">and its insights. <\/span><span style=\"font-weight: 400;\">These tools<\/span> <span style=\"font-weight: 400;\">provide information about real-time and historical portfolio information and help users identify and report on trends. When creating a BI report, users should define the goals and objectives around the design. There are options for features like time horizons, metrics used, and data parameters.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;Does INDATA&#8217;s BI reporting integrate with my existing data sources?&#8221; tab_id=&#8221;1746229692784-663c3256-e1a9&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Yes, <\/span><span style=\"font-weight: 400;\">it <\/span><span style=\"font-weight: 400;\">can pull data from any source, automating data collection and eliminating manual work.<\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;Are customizable dashboards available for different user roles (e.g., executives, PMs)?&#8221; tab_id=&#8221;1746229707128-6f6a2831-1ea7&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Yes, users can customize interactive dashboards, focusing on the information most meaningful to them. <\/span>[\/vc_column_text][\/vc_tta_section][vc_tta_section title=&#8221;Can reports be scheduled and automatically distributed?&#8221; tab_id=&#8221;1746229720476-2c789ed9-94d4&#8243;][vc_column_text css=&#8221;&#8221;]<span style=\"font-weight: 400;\">Yes, the platform offers the ability to schedule regular <\/span><span style=\"font-weight: 400;\">BI reports<\/span><span style=\"font-weight: 400;\"> and then distribute them automatically.<\/span>[\/vc_column_text][\/vc_tta_section][\/vc_tta_accordion][\/vc_column][\/vc_row][vc_row bg_type=&#8221;color&#8221; bg_color=&#8221;#f8f8f8&#8243; padding_top=&#8221;80px&#8221; padding_bottom=&#8221;20px&#8221; el_class=&#8221;resources-blog-section&#8221;][vc_column][vc_custom_heading text=&#8221;ADDITIONAL RESOURCES&#8221; font_container=&#8221;tag:h2|text_align:center|color:%2376a4b9&#8243; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221; css=&#8221;.vc_custom_1691790236553{margin-bottom: 40px !important;}&#8221;]\t\t<div class=\"grve-element grve-blog grve-blog-grid grve-isotope custom-post-widget\" style=\"\" data-type=\"3-columns\" data-layout=\"fitRows\" data-spinner=\"no\">\r\n\t\t\t<div class=\"grve-isotope-container\">\r\n\t\t\t<article id=\"post-10006\" class=\"grve-blog-item grve-isotope-item post-10006 post type-post status-publish format-image has-post-thumbnail hentry category-ai-investment-management category-big-data category-blog-articles category-data-management category-featured category-portfolio-accounting category-portfolio-management category-technology category-trade-order-management post_format-post-format-image\" itemscope itemType=\"http:\/\/schema.org\/BlogPosting\">\r\n\t\t\t\t<div class=\"grve-isotope-item-inner\">\t\t\t\t\t\t\t<div class=\"grve-media grve-image-hover\">\r\n\t\t\t<a href=\"https:\/\/www.indataipm.com\/the-role-of-a-master-data-model-in-modern-investment-management\/\" target=\"_self\"><img decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM-1024x683.png\" class=\"attachment-large size-large wp-post-image\" alt=\"master data management\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM-1024x683.png 1024w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM-300x200.png 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM-768x512.png 768w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a>\r\n\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"grve-post-content\">\r\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.indataipm.com\/the-role-of-a-master-data-model-in-modern-investment-management\/\" rel=\"bookmark\"><h5 class=\"grve-post-title\" itemprop=\"headline\">The Role of a Master Data Model in Modern Investment Management<\/h5><\/a>\t\t\t\t\t\t\t\t\t<span class=\"grve-hidden\">\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"image\" itemscope itemtype=\"http:\/\/schema.org\/ImageObject\">\r\n\t\t\t   <span itemprop='url' >https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM-1024x683.png<\/span>\r\n\t\t\t   <span itemprop='height' >1024<\/span>\r\n\t\t\t   <span itemprop='width' >683<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t\t\t\t<span class=\"grve-structured-data\" itemprop=\"author\" itemscope itemtype=\"http:\/\/schema.org\/Person\">\r\n\t\t\t\t<span itemprop=\"name\">INDATA<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"publisher\" itemscope itemtype=\"http:\/\/schema.org\/Organization\">\r\n\t\t\t\t<span itemprop='name'>INDATA<\/span>\r\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\r\n\t\t\t\t\t<span itemprop='url'>https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/02\/MDM-1024x683.png<\/span>\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t\t\t\t<time class=\"grve-structured-data\" itemprop=\"datePublished\" datetime=\"2026-02-05T15:22:38-08:00\"><\/time>\r\n\t\t\t<time class=\"grve-structured-data\" itemprop=\"dateModified\"  datetime=\"2026-02-05T15:24:17-08:00\"><\/time>\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"mainEntityOfPage\" itemscope itemtype=\"http:\/\/schema.org\/WebPage\" itemid=\"https:\/\/www.indataipm.com\/the-role-of-a-master-data-model-in-modern-investment-management\/\"><\/span>\r\n\t\t<\/span>\r\n\t\t\t\t\t\t\t\t<div class=\"grve-post-meta\">\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t<div itemprop=\"articleBody\"><p>Across the buy side, many firms are planning to invest in AI-based approaches, providing further automation and greater insights. But many are discovering the same issue: advanced AI technology can only deliver results&hellip;<\/p><a class=\"grve-read-more\" href=\"https:\/\/www.indataipm.com\/the-role-of-a-master-data-model-in-modern-investment-management\/\"><span>read more<\/span><\/a><\/div>\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\t\t\t<\/article>\r\n\r\n\t\t\t<article id=\"post-9985\" class=\"grve-blog-item grve-isotope-item post-9985 post type-post status-publish format-image has-post-thumbnail hentry category-ai-investment-management category-bi-reporting category-blog-articles category-featured category-portfolio-management category-trade-order-management post_format-post-format-image\" itemscope itemType=\"http:\/\/schema.org\/BlogPosting\">\r\n\t\t\t\t<div class=\"grve-isotope-item-inner\">\t\t\t\t\t\t\t<div class=\"grve-media grve-image-hover\">\r\n\t\t\t<a href=\"https:\/\/www.indataipm.com\/how-a-cloud-native-oms-helps-firms-scale-new-investment-strategy-launches\/\" target=\"_self\"><img decoding=\"async\" width=\"1000\" height=\"563\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"cloud native platform\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079.jpg 1000w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079-300x169.jpg 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079-768x432.jpg 768w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079-560x315.jpg 560w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/a>\r\n\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"grve-post-content\">\r\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.indataipm.com\/how-a-cloud-native-oms-helps-firms-scale-new-investment-strategy-launches\/\" rel=\"bookmark\"><h5 class=\"grve-post-title\" itemprop=\"headline\">How a Cloud-Native OMS Helps Firms Scale New Investment Strategy Launches<\/h5><\/a>\t\t\t\t\t\t\t\t\t<span class=\"grve-hidden\">\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"image\" itemscope itemtype=\"http:\/\/schema.org\/ImageObject\">\r\n\t\t\t   <span itemprop='url' >https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079.jpg<\/span>\r\n\t\t\t   <span itemprop='height' >1000<\/span>\r\n\t\t\t   <span itemprop='width' >563<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t\t\t\t<span class=\"grve-structured-data\" itemprop=\"author\" itemscope itemtype=\"http:\/\/schema.org\/Person\">\r\n\t\t\t\t<span itemprop=\"name\">INDATA<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"publisher\" itemscope itemtype=\"http:\/\/schema.org\/Organization\">\r\n\t\t\t\t<span itemprop='name'>INDATA<\/span>\r\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\r\n\t\t\t\t\t<span itemprop='url'>https:\/\/www.indataipm.com\/wp-content\/uploads\/2026\/01\/shutterstock_2684319079.jpg<\/span>\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t\t\t\t<time class=\"grve-structured-data\" itemprop=\"datePublished\" datetime=\"2026-01-15T16:04:26-08:00\"><\/time>\r\n\t\t\t<time class=\"grve-structured-data\" itemprop=\"dateModified\"  datetime=\"2026-01-20T14:42:20-08:00\"><\/time>\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"mainEntityOfPage\" itemscope itemtype=\"http:\/\/schema.org\/WebPage\" itemid=\"https:\/\/www.indataipm.com\/how-a-cloud-native-oms-helps-firms-scale-new-investment-strategy-launches\/\"><\/span>\r\n\t\t<\/span>\r\n\t\t\t\t\t\t\t\t<div class=\"grve-post-meta\">\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t<div itemprop=\"articleBody\"><p>Launching a new investment strategy has always been complex. Today, it\u2019s also happening in a more competitive and cost-sensitive environment for many investment firms. Market volatility, ongoing fee pressure, and rising operational expenses&hellip;<\/p><a class=\"grve-read-more\" href=\"https:\/\/www.indataipm.com\/how-a-cloud-native-oms-helps-firms-scale-new-investment-strategy-launches\/\"><span>read more<\/span><\/a><\/div>\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\t\t\t<\/article>\r\n\r\n\t\t\t<article id=\"post-9807\" class=\"grve-blog-item grve-isotope-item post-9807 post type-post status-publish format-image has-post-thumbnail hentry category-ai-investment-management category-bi-reporting category-blog-articles category-data-management category-featured category-technology post_format-post-format-image\" itemscope itemType=\"http:\/\/schema.org\/BlogPosting\">\r\n\t\t\t\t<div class=\"grve-isotope-item-inner\">\t\t\t\t\t\t\t<div class=\"grve-media grve-image-hover\">\r\n\t\t\t<a href=\"https:\/\/www.indataipm.com\/top-4-ways-custom-reporting-packs-improve-investment-management-for-indata-clients\/\" target=\"_self\"><img decoding=\"async\" width=\"1000\" height=\"667\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2025\/06\/shutterstock_1098674021.jpg\" class=\"attachment-large size-large wp-post-image\" alt=\"\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2025\/06\/shutterstock_1098674021.jpg 1000w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2025\/06\/shutterstock_1098674021-300x200.jpg 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2025\/06\/shutterstock_1098674021-768x512.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/a>\r\n\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"grve-post-content\">\r\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.indataipm.com\/top-4-ways-custom-reporting-packs-improve-investment-management-for-indata-clients\/\" rel=\"bookmark\"><h5 class=\"grve-post-title\" itemprop=\"headline\">Top 4 Ways Custom Reporting Packs Improve Investment Management for INDATA Clients<\/h5><\/a>\t\t\t\t\t\t\t\t\t<span class=\"grve-hidden\">\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"image\" itemscope itemtype=\"http:\/\/schema.org\/ImageObject\">\r\n\t\t\t   <span itemprop='url' >https:\/\/www.indataipm.com\/wp-content\/uploads\/2025\/06\/shutterstock_1098674021.jpg<\/span>\r\n\t\t\t   <span itemprop='height' >1000<\/span>\r\n\t\t\t   <span itemprop='width' >667<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t\t\t\t<span class=\"grve-structured-data\" itemprop=\"author\" itemscope itemtype=\"http:\/\/schema.org\/Person\">\r\n\t\t\t\t<span itemprop=\"name\">INDATA<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"publisher\" itemscope itemtype=\"http:\/\/schema.org\/Organization\">\r\n\t\t\t\t<span itemprop='name'>INDATA<\/span>\r\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\r\n\t\t\t\t\t<span itemprop='url'>https:\/\/www.indataipm.com\/wp-content\/uploads\/2025\/06\/shutterstock_1098674021.jpg<\/span>\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/span>\r\n\t\t\t\t\t\t<time class=\"grve-structured-data\" itemprop=\"datePublished\" datetime=\"2025-12-18T13:28:13-08:00\"><\/time>\r\n\t\t\t<time class=\"grve-structured-data\" itemprop=\"dateModified\"  datetime=\"2025-12-19T12:32:42-08:00\"><\/time>\r\n\t\t\t<span class=\"grve-structured-data\" itemprop=\"mainEntityOfPage\" itemscope itemtype=\"http:\/\/schema.org\/WebPage\" itemid=\"https:\/\/www.indataipm.com\/top-4-ways-custom-reporting-packs-improve-investment-management-for-indata-clients\/\"><\/span>\r\n\t\t<\/span>\r\n\t\t\t\t\t\t\t\t<div class=\"grve-post-meta\">\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t<div itemprop=\"articleBody\"><p>[vc_row][vc_column][vc_column_text] Customer reports provide insights and transparency around performance. Creating them can be time-consuming for portfolio managers. Errors are common, and most require manual processes, using spreadsheets and other external sources. Reporting can&hellip;<\/p><a class=\"grve-read-more\" href=\"https:\/\/www.indataipm.com\/top-4-ways-custom-reporting-packs-improve-investment-management-for-indata-clients\/\"><span>read more<\/span><\/a><\/div>\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\r\n\t\t\t\t<\/div>\t\t\t<\/article>\r\n\r\n\t\t\t<\/div>\r\n\t\t<\/div>\r\n[\/vc_column][\/vc_row][vc_row middle_content=&#8221;yes&#8221; bg_type=&#8221;image&#8221; bg_image=&#8221;3276&#8243; footer_feature=&#8221;yes&#8221; padding_top=&#8221;60px&#8221; padding_bottom=&#8221;60px&#8221; el_class=&#8221;request-demo-section&#8221;][vc_column width=&#8221;1\/2&#8243;][vc_custom_heading text=&#8221;REQUEST A DEMO&#8221; font_container=&#8221;tag:h2|text_align:left|color:%23ffffff&#8221; google_fonts=&#8221;font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:300%20light%20regular%3A300%3Anormal&#8221;][vc_column_text]<span style=\"font-weight: 400;\">Complete the form to schedule a demo of INDATA Architect AI <\/span><span style=\"font-weight: 400;\">BI Reporting<\/span><span style=\"font-weight: 400;\">. A team member will be in touch soon.<\/span>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/2&#8243; el_class=&#8221;custom-form-wrap&#8221; css=&#8221;.vc_custom_1690541639098{padding-left: 100px !important;}&#8221;]<script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 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