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Greenwich, CT Office

71 Arch Street
CT 06830




Tiffany Fuentes
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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 who need it most. This significantly streamlines the way a firm operates, eliminating unnecessary overhead and routine tasks while allowing each user to focus on their primary job – growing assets and providing better service to clients.

View other products from INDATA

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 - 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 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.