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Modernize, Simplify, Reduce Costs

SaaS, Web/Cloud-based, fully configurable investment portfolio management software based on AI, machine learning, big data/in-memory computing and other emerging technologies. Learn More>

Traditional enterprise-wide OMS/Front and Back Office investment software including portfolio modeling/trade generation (investment manager software), pre/post trade compliance, trading blotter, attribution, reporting.

Both systems provide advanced functionality including:
-> Robust portfolio modeling and rebalancing
-> Condition based “if/then” order generation
-> Advanced Compliance including GSDS
-> Family and group trading capabilities

-> “What/if” analysis across asset classes
-> Multi-currency
-> Tax lot tracking tools
-> Risk/attribution/fundamental analytics

-> Multi-security swapping
-> Multi-asset
-> Tax efficient portfolio management
-> Long/short fund management
INDATA
1997
United States
  • Financial-services
  • Investment-banking-venture
  • Investment-management
3 Industries
  • English
1 Language
Industries
  • Financial-services
  • Investment-banking-venture
  • Investment-management
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
Support
  • Email
  • Chat
  • Phone
  • 24x7 Support
Training
  • Webinar
  • Documentation

INDATA AI Core Features

Focus of Investment Management Feature
  • Asset Management
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Portfolio Management
  • Reporting

INDATA AI Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Monthly Payment
  • Quote Based
  • One-Time Payment
Vendor pricing page

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