{"id":9773,"date":"2025-07-15T15:12:48","date_gmt":"2025-07-15T23:12:48","guid":{"rendered":"https:\/\/www.indataipm.com\/?p=9773"},"modified":"2025-08-21T10:47:49","modified_gmt":"2025-08-21T18:47:49","slug":"indata-client-profile-dana-investment-advisors","status":"publish","type":"post","link":"https:\/\/www.indataipm.com\/indata-client-profile-dana-investment-advisors\/","title":{"rendered":"INDATA Client Profile: Dana Investment Advisors"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text css=””]\"dana[\/vc_column_text][vc_row_inner][vc_column_inner][vc_column_text css=”.vc_custom_1747091366431{margin-bottom: 15px !important;}”]With $8 billion in AUM, Dana Investment Advisors is an independent investment management firm headquartered in Brookfield, Wisconsin. Dana provides equity and fixed income strategies to a diverse client base, including institutional investors and high-net-worth individuals. The firm is known for its disciplined, research-driven investment approach and long-standing client relationships.<\/p>\n

Dana leverages INDATA\u2019s SaaS-based front-to-back-office platform via the iPM Private Cloud. Originally adopting INDATA for its Order Management System (OMS), Dana has since expanded to utilize middle-and back-office modules and now benefits from INDATA\u2019s latest software release, which integrates Generative AI to further enhance automation and streamline operations.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text css=””]\n

About INDATA\u00ae<\/h3>\n

INDATA is a leading specialized provider of cloud-native 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\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 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\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

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<\/a>[\/vc_column_text]

Request a Demo<\/span><\/a><\/div>[\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_column_text css=””][\/vc_column_text][vc_row_inner][vc_column_inner][vc_column_text css=”.vc_custom_1747091366431{margin-bottom: 15px !important;}”]With $8 billion in AUM, Dana Investment Advisors is an independent investment management firm headquartered in Brookfield, Wisconsin. Dana provides equity and fixed income strategies to […]<\/p>\n","protected":false},"author":4,"featured_media":9777,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"_stc_notifier_status":"sent","_stc_notifier_sent_time":"2025-05-12 15:27:04","_stc_notifier_request":false,"_stc_notifier_prevent":false,"_stc_subscriber_keywords":"","_stc_subscriber_search_areas":"","content-type":"","footnotes":""},"categories":[180],"tags":[],"class_list":["post-9773","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-client-profiles","post_format-post-format-image"],"acf":[],"yoast_head":"\nINDATA Client Profile: Dana Investment Advisors | INDATA<\/title>\n<meta name=\"description\" content=\"Learn about Dana Investment Advisors' investment strategies, approach to wealth management, and commitment to long-term financial success.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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