INDATA LAUNCHES iPM PORTAL
Summary
Portfolio managers, advisors and other client facing end users can view current and historical asset allocation, performance, benchmarks, market values, security holdings, restrictions, fees and other mission-critical data with complete and immediate access to information. “We are very excited about the launch of iPM Portal which is part of our ongoing roadmap of new product releases and functionality improvements,” commented David J. Csiki, President of INDATA. INDATA is a leading specialized provider of software, technology and managed services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® - the industry’s first investment technology platform specifically designed for the era of big data and iPM Porfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. 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.