INDATA

Intelligent Portfolio ManagementINDATA® is a leading industry provider of software solutions for buy-side firms including trade order management (OMS), compliance, portfolio accounting and front-to-back office. The company’s I.M.S. (Investment Management System) product suite provides an integrated platform based on the latest database technology (Microsoft® SQL ServerTM 2005) that consists of functional modules for portfolio modeling, pre and post-trade compliance, trade order management, portfolio accounting and reporting, performance measurement & attribution, composite maintenance, billing, and web-enabled CRM. Implementation of the system provides buy-side firms with operational efficiency and straight-through processing capabilities.

The company’s other product suite, INDATA Online, is an Internet-based attribution and performance reporting ASP (Application Service Provider) solution for institutional money managers that provides superior attribution, portfolio reporting, and analytical capabilities.

In the News:

Compliance11 and ByAllAccounts Partnership Revolutionizes Personal Trading Compliance Read the Press Release

ByAllAccounts and Cornerstone Revolutions Enhance Portfolio Management System.
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ByAllAccounts Survey of Financial Advisors Reveals "Must-Have" Technologies.
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Webinars:

Dodd-Frank Reform Bill and Amendments to the SEC custody rule - what do they mean for you? Live Webinar on September 15th 2PM ET Register Now!

Advisors Spend More Time with Your Clients, Not in the Data. Featuring Envestnet | B-Ready Outsourcing
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To Custody or Not to Custody Webinar featuring NRS.
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