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Greenwich, CT Office

71 Arch Street
CT 06830




Tiffany Fuentes
[email protected]

INDATA iPM - Intelligent Portfolio Management®

iPM is a platform for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process, offer real-time risk, compliance and performance monitoring as well as integrated tools for marketing. The key differentiator of INDATA’s iPM technology is that it guides …

INDATA iPM Trading

iPM Trading™, INDATA’s broker and network-neutral OMS, links traders with portfolio managers, executing brokers, compliance & back office staff in real-time, resulting in error-free trading. iPM provides advanced functionality including robust portfolio modeling and rebalancing with comprehensive what-if analysis across asset classes, multi-security swapping features along with condition if/then order generation, multi-currency, multi-asset, tax lot …

INDATA iPM Back Office

iPM Back Office is a multi-instrument, multi-currency portfolio accounting system. It maintains transaction archives, capital changes, dividends, pricing and other portfolio maintenance functions. The system has an extensive array of back-office tools such as automated reconciliation capabilities.

INDATA iPM Connect

iPM Connect is the industry’s first real-time, fully integrated CRM and RMS for money management firms. It integrates comprehensive CRM functionality with client-centric portfolio management and contains a complete Research Management System for managing and organizing investment research. With iPM Connect, all of your mission critical data is placed in the hands of the people …