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INDATA Launches New Intelligent Portfolio Management Tool

iPM Analyst is a data management, research, and client servicing tool and can be used on a stand-alone basis or in conjunction with other INDATA products.

INDATA, an industry provider of SaaS for buy-side firms announced the release of INDATA iPM Analyst – the latest addition to its Intelligent Portfolio Management platform. iPM Analyst is a data management, research, and client servicing tool that integrates with existing systems to allow portfolio managers, analysts and other investment professionals to more efficiently manage and document their investment process, research and client servicing activities, INDATA said in a release. iPM Analyst can be used on a stand-alone basis or in conjunction with other INDATA products. Effective data management is at the heart of being able to demonstrate greater transparency and process controls, which are key industry trends, says Denise Valentine, senior analyst at Aite Group. "Gatekeepers, regulators and clients expect more process controls throughout the firm’s investment activities enhanced documentation, as well as greater transparency," commented David J. Csiki, managing director, INDATA. "iPM Analyst delivers a unique solution that offers significant improvements in each of these key areas versus existing industry practices," he added.

Melanie Rodier has worked as a print and broadcast journalist for over 10 years, covering business and finance, general news, and film trade news. Prior to joining Wall Street & Technology in April 2007, Melanie lived in Paris, where she worked for the International Herald ... View Full Bio

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