BTC Capital Management Implements INDATA’s iPM Epic Investment Management Software Suite

Greenwich, CT - 16 October 2017

Firm Gains Front-to-Back Office Integration and Open Architecture delivered via the Cloud

INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that BTC Capital Management has implemented INDATA’s iPM Epic software suite on a front, middle and back office basis via iPM Cloud, INDATA’s private cloud solution. BTC Capital Management, based in Des Moines, Iowa is a SEC registered investment advisor providing portfolio management, consulting and investment advice to institutional and high-net-worth clients with over $3.5 Billion in AUM including equity, fixed income and asset allocation solutions.

BTC, a new INDATA client, was looking for a fully-integrated investment management system to streamline its investment operations from portfolio management, compliance and trading - through to back office accounting, performance measurement and reporting. Additionally, the firm was looking for a system with open architecture and flexibility, specifically the ability to connect efficiently with its other key systems.

“At BTC we place a high value on being able to offer our clients sophisticated solutions along with flexibility, open architecture and unparalleled service,” commented Scott Eltjes, CEO and President of BTC Capital Management. “Similarly, when looking for our investment management software provider we were seeking a true business partner that employed the same full service approach. With INDATA we now have a complete solution that includes the software, technology and services that can be tailored to meet our own specific business requirements.”

“We are very pleased to have been selected by BTC Capital Management as their investment management solution,” commented David J. Csiki, President of INDATA. “We look forward to serving as business partner for their current and future needs,” he added.

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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