Cape Ann Asset Management Implements INDATA iPM Software Suite

Greenwich, CT - 15 August 2017

Firm Utilizes INDATA for OMS, Portfolio Modeling, Compliance, Shadow Accounting and Reporting 

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Cape Ann Asset Management has implemented INDATA’s iPM software suite on a front-to-back office basis.

Cape Ann, based in London, with a client service/marketing office in Massachusetts, is an independent investment management firm that offers a single global developing markets equity program with a rigorous and disciplined value investment process, providing exceptional client service to institutional investors, consultants and family offices.

Cape Ann, a new INDATA client, was looking for a fully integrated investment management software solution to enable them to scale their assets under management quickly. “By implementing INDATA’s iPM Epic software for our front-to-back office we are able to operate very efficiently and accommodate our accelerated growth plans,” commented Pete Lockey, Chief Operating Officer. “We are very pleased to be Cape Ann Asset Management’s investment software provider and look forward to being a part of their continued growth,” commented David J. Csiki, President of INDATA. For more information on INDATA’s product offering, visit

INDATA is a leading specialized provider of software, technology and 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. 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 (i.e. equity, fixed income, etc.) both domestic and international. 

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