INDATA iPM

Intelligent Portfolio Management.

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Overview

INDATA iPM (Intelligent Portfolio Management) is a comprehensive suite of software and services for buy-side firms, including asset managers, hedge funds, and wealth managers. It provides a front-to-back office solution that includes trade order management, compliance, portfolio accounting, and reporting.

✨ Key Features

  • Trade Order Management (OMS)
  • Portfolio Accounting
  • Compliance
  • Reporting and Analytics
  • CRM

🎯 Key Differentiators

  • Use of AI and machine learning in its OMS
  • Integrated front-to-back office solution
  • Focus on providing a holistic view of the investment process

Unique Value: Provides an intelligent and automated platform that helps investment managers improve efficiency and make better decisions.

🎯 Use Cases (4)

Asset Managers Hedge Funds Wealth Managers Family Offices

🏆 Alternatives

Advent SS&C Eze Charles River IMS

Offers more advanced AI and machine learning capabilities compared to some traditional systems.

💻 Platforms

Web Desktop Mobile API

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

💰 Pricing

Contact for pricing
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