INDATA Announces Quarterly Release of iPM Epic Investment Management Platform

Greenwich, CT - 15 October 2015

New Functionality Added for Portfolio Management, Trading, Data Management, Reporting and Billing from Front-to-Back Office 

INDATA, a leading industry provider of software and services for buy-side firms, today announced the availability of its quarterly release of the iPM Epic platform for clients. 

Among the numerous front office enhancements included are:

  • An all new and streamlined multi-asset block trading tool
  • Additional features and options for efficient portfolio management, including rapid portfolio filtering across any portfolio characteristic, attribute, or data point
  • Enhancements to IBOR functionality including performance, attribution and risk for current and historical time periods
  • Enhanced trading blotter analytics, including integration with a number of new market data providers, custodians, and trading counter parties.

Middle and back office enhancements provide extensive new tools to effectively manage internal and external data sources and feeds, including the ability to rapidly on-board portfolios, securities, contacts or other data points while providing an efficient workflow and delivering a comprehensive audit trail in line with industry best practices for compliance, new custodian interfaces as well as custodial data services offered through INDATA SA (System Administration), several new fee billing scenarios, tracking, and reporting tools as part of the system’s fully integrated client fee billing functionality.   

“INDATA’s latest quarterly release of iPM Epic offers a number of significant productivity improvements for end users whether they are portfolio managers, traders, compliance, operations, client service or marketing professionals,” commented David J. Csiki, President of INDATA.  “We are excited about these features and look forward to continuing to integrate the additional functionality requested by our clients into future versions of Epic, all of while keeping our clients ahead of the curve when it comes technology,” he added. 

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development