23 April 2024

Company profile for INDATA

9 Greenwich Office Park, Greenwich, CT 06830, United States
Telephone: +1 (888) 454-4060

Company information

INDATA is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office.

INDATA's iPM - Intelligent Portfolio Management 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. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

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 approximately $25 Million to over $100 Billion across a variety of asset classes (i.e. equity, fixed income, etc.) both domestic and international.

What these organizations have in common is a desire for the latest technology – not only for today but for tomorrow. What sets INDATA apart is its single-minded focus on increasing operational efficiency as part of the technology equation.

Products and services

iPM - Intelligent Portfolio Management INDATA iPM - Intelligent Portfolio Management is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process and offer real-time risk, compliance and performance monitoring as well as integrated tools for marketing.

The key differentiator of INDATA's iPM technology is that it guides users' daily workflow allowing them to operate more efficiently and make better decisions, whereas traditional legacy systems are merely 'bookkeeping' packages that require end user input rather than proactively alerting users to situations and / or processes that need immediate or future attention.

iPM can be utilized in the Cloud, a concept that greatly simplifies the installation, maintenance and ongoing support of the product suite. Simply put, we make it easy for our clients to focus on using the software and services that meet their needs without worrying about monitoring and managing ancillary hardware and software.
» More about: iPM - Intelligent Portfolio Management iPM Cloud iPM Cloud offers the full security benefits of a dedicated hosted environment but with the flexibility of a SaaS Model (Software as a Service). With iPM Cloud, each INDATA client has a private environment with hardware security and physical infrastructure security built in. All hardware, software and ongoing maintenance costs, including high availability DR (Disaster Recovery), are included. In addition, with INDATA's proprietary model, data and infrastructure delivered via iPM can be accessed from anywhere and can rapidly scale with each clients ongoing needs.

With INDATA's cloud architecture, time to production is dramatically reduced and hardware maintenance and networking requirements and costs on the client side are eliminated allowing investment managers to focus on managing assets and not running technology overhead.
» More about: iPM Cloud iPM Trading iPM Trading, INDATA's broker and network-neutral OMS, links traders with portfolio managers, executing brokers, compliance and back office staff in real-time, resulting in error-free trading. Unlike other OMS providers, INDATA doesn't 'take a toll' from your brokers by maintaining its own FIX network.

iPM Trading provides advanced functionality including robust portfolio modeling and rebalancing with comprehensive "what-if" analysis across asset classes, multi-security swapping features along with condition "if/then" order generation, multi-currency, multi-asset (equities, fixed income, international), including extensive tools for short strategies, tax lot tracking tools for tax-efficient portfolio management and trading strategies, efficient family and group trading capabilities, and fully integrated analytics including risk, attribution, fundamental data, etc.
» More about: iPM Trading iPM Back Office iPM Back Office is a multi-instrument, multi-currency portfolio accounting system. It maintains transaction archives, capital changes, dividends, pricing and all other back-office portfolio maintenance functions. The system also has an extensive array of back-office tools such as automated reconciliation capabilities.

iPM Back Office contains hundreds of standard reports that cover such areas as client statements, portfolio holdings, historical transactions, portfolio analysis, performance & attribution. Performance and reporting capabilities provided full GIPS compliance. All of this functionality is standard as part of a complete reporting package. In addition, INDATA also offers an optional Client Web Reporting Portal that provides for client statement reporting via the Internet.

The system also eliminates delays in report production and provides automated report scheduling capabilities, allowing users to build and maintain their own client statements based on available reports. Users can also generate their own customized client reports using Microsoft SQL Server Reporting Services that integrate color, text and graphics, which can be added to the system's report library. This flexible, Internet-enabled client reporting package allows users to automatically e-mail, fax or post reports directly to the web.
» More about: iPM Back Office
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