{"id":9349,"date":"2025-08-05T12:59:37","date_gmt":"2025-08-05T20:59:37","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=9349"},"modified":"2025-08-21T10:46:16","modified_gmt":"2025-08-21T18:46:16","slug":"indata-client-profile-fundsmith","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/indata-client-profile-fundsmith\/","title":{"rendered":"INDATA Client Profile: Fundsmith"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_row_inner][vc_column_inner]<div class=\"grve-element grve-image grve-align-center\" style=\"\"><img decoding=\"async\" width=\"300\" height=\"90\" src=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2024\/11\/Fundsmith-1-e1731436419361-300x90.webp\" class=\"attachment-medium size-medium\" alt=\"fundsmith logo\" srcset=\"https:\/\/www.indataipm.com\/wp-content\/uploads\/2024\/11\/Fundsmith-1-e1731436419361-300x90.webp 300w, https:\/\/www.indataipm.com\/wp-content\/uploads\/2024\/11\/Fundsmith-1-e1731436419361.webp 600w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div>[vc_empty_space][vc_column_text css=&#8221;.vc_custom_1731012926895{padding-bottom: 15px !important;}&#8221;]With more than \u00a336 billion in AUM, Fundsmith was founded by Terry Smith and manages investments on behalf of some of the world\u2019s largest and most sophisticated wealth managers and private banks, as well as prominent families, charities, endowments, and individuals across its fund strategies. Fundsmith is focused on delivering superior investment performance at a reasonable cost.<\/p>\n<p>Fundsmith uses INDATA\u2019s cloud-native OMS solution, <a href=\"https:\/\/www.indataipm.com\/trade-order-management\/\">Architect AI<\/a>, which requires zero in-house IT infrastructure\u2014just a web browser. It offers in-depth functionality in critical areas, including trading, portfolio management, pre and post-trade compliance, and performance reporting. The system leverages practical AI tools to perform complex workflows rapidly. It also provides Data Warehouse and BI Reporting (Business Intelligence) for data management and is based on a private-cloud architecture.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row section_type=&#8221;in-container&#8221; bg_type=&#8221;image&#8221; bg_image=&#8221;2438&#8243;][vc_column css=&#8221;.vc_custom_1629129237741{padding-top: 37px !important;padding-right: 27px !important;padding-bottom: 25px !important;padding-left: 27px !important;}&#8221;][vc_row_inner css=&#8221;.vc_custom_1615484801759{padding-bottom: 20px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;.vc_custom_1731012942659{padding-right: 20px !important;padding-left: 20px !important;}&#8221;]\n<blockquote><p><span style=\"color: #ffffff;\"><strong>\u201cWith INDATA, we are able to efficiently manage our portfolio management, compliance, dealing, and reporting workflows for our different fund strategies. The system is easy to use and INDATA\u2019s SaaS (software-as-a-service) approach includes ongoing updates so that we can benefit from our specific enhancement requests as well as new functionality.\u201d<\/strong><\/span><\/p><\/blockquote>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_row_inner css=&#8221;.vc_custom_1625697013467{padding-left: 25px !important;}&#8221;][vc_column_inner][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text css=&#8221;&#8221;]\n<h3>About INDATA\u00ae<strong><br \/>\n<\/strong><\/h3>\n<p>INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology, and managed outsourcing services for buy-side firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting, and front-to-back office. INDATA iPM Portfolio Architect AI\u2122 is the industry\u2019s first portfolio construction, modeling, rebalancing, and reporting tool based on AI and Machine Learning. INDATA\u2019s iPM \u2013 Intelligent Portfolio Management\u00ae technology platform allows end users to collaborate efficiently 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\u2019s mission is to provide clients with cutting-edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead.<\/p>\n<p>INDATA provides software and services to a variety of buy-side 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 <a href=\"https:\/\/www.indataipm.com\/\">www.indataipm.com<\/a>[\/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:\/\/www.indataipm.com\/request-a-demo\/\" target=\"_blank\" style=\"\"><span>Request Demo<\/span><\/a><\/div>[\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_row_inner][vc_column_inner][vc_empty_space][vc_column_text css=&#8221;.vc_custom_1731012926895{padding-bottom: 15px !important;}&#8221;]With more than \u00a336 billion in AUM, Fundsmith was founded by Terry Smith and manages investments on behalf of some of the world\u2019s largest and most sophisticated [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":9353,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2021-07-09 02:00:27","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[180],"tags":[],"class_list":["post-9349","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-client-profiles","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>INDATA Client Profile: Fundsmith<\/title>\n<meta name=\"description\" content=\"Discover how Fundsmith Equity Fund leverages INDATA\u2019s innovative solutions to streamline portfolio management and drive investment success.\" 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