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INDATA

Cloud-native SaaS for trade order management (OMS), shadow accounting, performance reporting. AI/ML with embedded Power BI. Comprehensive platform for portfolio management, compliance, shadow accounting.

Overview

Pricing Model
subscription

Products & Services

iPM Trade Order Management (OMS/EMS)

b2b

Investment industry's first AI/ML-based trading and reporting OMS/EMS for order and execution management

  • AI/ML order management
  • Execution management
  • Compliance
  • Real-time reporting
  • Multi-asset
Learn more

iPM Portfolio Accounting Software

b2b

AI-enhanced investment accounting, performance measurement, and client fee billing via SaaS

  • Performance measurement
  • Client fee billing
  • Accounting automation
  • Cloud SaaS
Learn more

iPM Portfolio Management Software

b2b

Portfolio management integrating analytics and CRM for holistic view of portfolios, accounts, and composites

  • Analytics integration
  • CRM functions
  • Portfolio modeling
  • Composite management
Learn more

iPM BI Reporting

b2b

Modern data management and business intelligence reporting without traditional data warehouse complexity

  • Big Data analytics
  • AI-powered reporting
  • Cloud-native
  • Single data set
Learn more
Bundle available

Company Information

Legal Name
INDATA iPM
Headquarters
Greenwich, United States

Competitive Analysis

Proposition: First AI/ML-based OMS in investment industry; fully integrated front-to-back on single data set

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