BTC Capital Management implements Indata for portfolio management

Source: Indata

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that BTC Capital Management has implemented INDATA’s iPM Epic software suite on a front, middle and back office basis via iPM Cloud, INDATA’s private cloud solution.

BTC Capital Management, based in Des Moines, Iowa is a SEC registered investment advisor providing portfolio management, consulting and investment advice to institutional and high-net-worth clients with over $3.5 Billion in AUM including equity, fixed income and asset allocation solutions.

BTC, a new INDATA client, was looking for a fully-integrated investment management system to streamline its investment operations from portfolio management, compliance and trading - through to back office accounting, performance measurement and reporting. Additionally, the firm was looking for a system with open architecture and flexibility, specifically the ability to connect efficiently with its other key systems.

“At BTC we place a high value on being able to offer our clients sophisticated solutions along with flexibility, open architecture and unparalleled service,” commented Scott Eltjes, CEO and President of BTC Capital Management. “Similarly, when looking for our investment management software provider we were seeking a true business partner that employed the same full service approach. With INDATA we now have a complete solution that includes the software, technology and services that can be tailored to meet our own specific business requirements.”

“We are very pleased to have been selected by BTC Capital Management as their investment management solution,” commented David J. Csiki, President of INDATA. “We look forward to serving as business partner for their current and future needs,” he added.

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