TopProvider LB - Wall Street & Technology Online B
TopProvider LB - Wall Street & Technology Online B

INDATA

iPM-Intelligent Portfolio Mgmt

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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 Portfolio Architect AI is the investment industry’s first portfolio construction, modeling, rebalancing and reporting solution based on AI and machine learning. Architect AI leverages natural language as well as voice capabilities to perform complex workflows rapidly, which allows portfolio managers to work more efficiently, effectively reducing the number of steps in a given process and minimizing the reliance on complex software coupled with external spreadsheets that dominate many of today’s front office workflows. The system also utilizes machine learning as well as deep learning to tailor and optimize the portfolio management process for the individual needs of each firm and their unique investment strategies.

Company Details

Editor Verified
Address
9 Greenwich Office Park
Greenwich, CT 06830
Phone
Website www.indataipm.com
Revenue Range $5M-$10M

Products & Services

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iPM OMS

INDATA’s broker and network-neutral OMS links traders with portfolio managers, executing brokers, compliance and back...

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iPM Back Office

iPM Back Office is a multi-instrument, multi-currency portfolio accounting system. It maintains transaction archives,...

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iPM - Intelligent Portfolio Management

INDATA iPM - Intelligent Portfolio Management® is a platform and set of technologies for buy-side firms that allow end...

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iPM Portal

iPM Portal is an innovative platform that integrates CRM, Portfolio Management and performance reporting tools into one...

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Resources & Content

Future Proofing the Front Office

Future Proofing the Front Office

Emerging technologies are reshaping how the buyside front office operates. This white paper explores three (3)...

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News & Press Releases

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Press Release

INDATA ANNOUNCES MAJOR SOFTWARE RELEASE SETTING NEW STANDARD FOR AI-CONNECTED INVESTMENT MANAGEMENT

Published: 5/12/2026 →
Press Release

INDATA ANNOUNCES SOFTWARE RELEASE INTEGRATING GENERATIVE AI CAPABILITIES

Published: 5/13/2025 →
Press Release

GF ASSET MANAGEMENT LIVE WITH INDATA

Published: 3/5/2025 →
Press Release

PARADIGM CAPITAL MANAGEMENT LIVE WITH INDATA

Published: 12/12/2024 →
Press Release

INDATA Lauches iPM Portal

Published: 6/12/2019 →

Clients

Pzena Investment Management
Luther King Capital Management
Renaissance Investment Management
Dana Investment Advisors

Categories

Customer Relationship Management
Portfolio Accounting
Portfolio Management > Institutional/Hedge Funds
Risk Management & Analytics
Trade Order Routing & Management
TopProvider MR - Wall Street & Technology Online B
9/11/23- Wall Street& Tech