
INDATA
AIComplianceOperational EfficienciesTrading & Portfolio Management
- Sales Contact
- Dave Csiki, President, Tel: 858-847-6562 - E-mail: dave@indataipm.com
- Company description
- INDATA is a leading provider of SaaS, technology, and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, accounting, and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first AI-based portfolio construction, modeling, rebalancing, and reporting tool. INDATA’s iPM – Intelligent Portfolio Management® platform enables real-time collaboration and offers top-tier functionality for institutional investors, wealth managers, and hedge funds. The company’s mission is to deliver advanced technology solutions to enhance trading efficiency, reduce risk, and minimize administrative overhead for clients managing assets ranging from under $1 billion to over $100 billion globally.
- Social networks
- dmcmahon@indataipm.com