INDATA AI

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