INDATA Investment Management Platform

from INDATA

Cloud-native investment management software providing integrated tools for trade order management (OMS/EMS), portfolio accounting, performance reporting, and attribution. Features AI-driven automation and compliance-as-a-service for institutional managers including pension funds, sovereign wealth funds, and hedge funds.
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Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.

INDATA Investment Management Platform

Software for calculating net asset values (NAVs), processing corporate actions, managing income distributions, and maintaining financial records for investment funds. These systems ensure accurate valuation of fund assets and liabilities.

INDATA Investment Management Platform

Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.

INDATA Investment Management Platform

Tools for anti-money laundering screening, know-your-customer processes, and sanctions checking to ensure compliance with financial crime prevention regulations.

INDATA Investment Management Platform

Tools that enable data flows between different systems within the organization and with external parties such as custodians, fund administrators, and market data providers through APIs, ETL processes, and messaging.

INDATA Investment Management Platform

Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.

INDATA Investment Management Platform

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