Greenwich, CT – July 13, 2021 - INDATA®, a leading industry provider of software, technology and managed services for buy-side firms, today announced that Intrepid Capital Management, based in Jacksonville Beach, FL is live with INDATA’s fully-integrated front-to-back office SaaS solution delivered via iPM Cloud.
Intrepid Capital is an investment management firm focused on finding value in equity and fixed income markets for institutional, corporate, and high net worth investors. The firm differentiates themselves by managing concentrated portfolios with low turnover, seeking absolute returns and co-investing with its clients.
“We were looking for a more integrated solution that would consolidate trading, accounting, billing, CRM and client portal functions into a single platform/database and also achieve cost savings over our previous provider,” commented Sam Solem, CMT, Portfolio Manager, Private Wealth for Intrepid Capital Management. “With INDATA, we now have a solution that works as well for our high net worth business as it does for our institutional business across investment strategies and asset classes.”
INDATA leverages the latest technologies including the cloud, the web, APIs, data analytics and AI to deliver a fully integrated front-to-back-office solution that is streamlined in terms of operation, yet comprehensive in terms of functionality, with broad-based appeal for firms looking to modernize their trading and operations, improve productivity and reduce costs.
“Having a modern, fully-integrated investment management solution that can work effectively across all lines of business and asset classes is a mission-critical requirement for investment management firms looking to grow AUM and reduce costs,” commented David Csiki, President of INDATA. “We are very pleased to welcome Intrepid Capital Management to our growing client community,” he added.
INDATA is a leading specialized provider of software, technology and managed services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® - the industry’s first investment technology platform specifically designed for the era of big data and iPM Portfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to
provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally.
For more information, visit www.indataipm.com or follow us on Twitter: @indataipm
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