Firm Integrates Portfolio Accounting, Trade Order Management, Compliance, Performance Analytics and Reporting across the Firm
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 that Jensen Investment Management, based in the greater Portland, OR area, is now live with INDATA’s iPM Cloud – Intelligent Portfolio Management® platform.
After conducting due diligence on a number of systems, Jensen Investment Management selected iPM based on an analysis of several factors including the platform’s advanced technology, cloud-based deployment option, integration capabilities and strength of functionality from front to back office.
“When evaluating systems, iPM provided a compelling technology package that combines open system architecture, strong integration, and a robust, flexible reporting system,” commented Thomas R. Smith, Director of Operations and Information Systems, Jensen Investment Management.
“With iPM Cloud there are no compromises for investment management firms looking to achieve best of class technology, industry best practices with regards to integrated disaster recovery and business continuity capabilities and in-depth functionality,” commented David J. Csiki, Managing Director, INDATA. “We are very pleased to have Jensen Investment Management as a client and look forward to serving their needs now and in the future,” he added.