iPM Epic
from INDATA
Investment vehicle structuring, portfolio modeling, order management, portfolio accounting, performance measurement, client billing, compliance monitoring, and reporting capabilities for various fund structures.
Category:
Order Management Systems (OMS)
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.
iPM Epic
Category:
Fund Accounting Systems
in:
Fund Operations
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.
iPM Epic
Category:
Performance Attribution Systems
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.
iPM Epic
Category:
Investment Compliance Monitoring
Software that automatically checks portfolios against investment guidelines, restrictions, and regulatory limits to prevent breaches and ensure alignment with client mandates and fund prospectuses.
iPM Epic
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