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iPM Clients Benefit from Outsourcing Services Provided by INDATA SA

INDATA SA (System Administration) Services expanded to include full front-to-back office outsourcing, providing greater transparency and operational efficiency while reducing costs for established institutional investment managers

INDATA, a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office today announced the continued success of its INDATA SA outsourcing services as well as the expansion its services offering for users of iPM, INDATA’s Intelligent Portfolio Management® platform.

Having first migrated to iPM Cloud earlier in the year, WCM Investment Management, based in Laguna Beach, CA, has begun to experience the benefits of INDATA’s outsourcing services via INDATA SA. “For us, outsourcing was really just a logical extension of the Cloud philosophy. As an investment manager, outsourcing non-core functions really allows us to focus on the business of managing investments and providing greater service to clients. Outsourcing also allows us to scale our business without increasing headcount, which favorably impacts our bottom line,” commented David Brewer, Chief Compliance and Operations Officer, WCM Investment Management.

“Utilizing INDATA SA has improved our productivity and allows my team to focus on our core responsibilities,” commented Eric Drossner, VP and Director of Operations of the Haverford Trust Company based in Radnor, PA. Haverford Trust runs the iPM system on an in-house basis as opposed to the iPM Cloud deployment used by WCM. One of the key advantages of INDATA’s SA Services is that they are offered not only to Cloud clients, but also to clients who utilize iPM in-house. In addition, SA services can be mixed or matched, providing total flexibility for individual clients needs unlike the “all or nothing” approach employed by large outsourcers who focus almost exclusively on small firms.

“As institutional investment management firms evaluate their budgets for the upcoming year, outsourcing is a critical component to consider,” commented David J. Csiki, Managing Director, INDATA. “Not only does outsourcing have the potential to reduce costs while increasing operational efficiency and transparency, it can also be a differentiator in the competitive business of asset management. The combination of INDATA SA Services along with our best-in-class iPM Cloud technology really provides clients with a one stop shop regardless of assets under management,” he added.