Indata IMS
Intelligent Portfolio Management.
Overview
Indata provides a suite of software, technology, and services for buy-side firms called Intelligent Portfolio Management (iPM). The suite includes iPM OMS for order management, along with tools for portfolio modeling, pre- and post-trade compliance, and performance reporting, which can be deployed in the cloud or on-premise.
✨ Key Features
- Order Management (iPM OMS)
- Portfolio Modeling & Analytics
- Pre- and Post-trade Compliance
- Performance & Attribution
- Cloud or On-Premise Deployment
🎯 Key Differentiators
- Modular approach allowing firms to select needed components
- Flexible deployment options (cloud or on-premise)
- Focus on the needs of small to mid-sized buy-side firms
Unique Value: Offers a flexible and scalable investment management suite that can be tailored to the specific needs and budget of small to mid-sized firms.
🎯 Use Cases (3)
✅ Best For
- Providing a comprehensive, integrated front-to-back office solution for small to mid-sized asset managers.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large global institutions with highly complex, specialized trading needs.
🏆 Alternatives
Provides a more personalized service and flexible deployment model compared to larger, enterprise-focused competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in Order Management Systems
Charles River IMS
An end-to-end investment management solution for portfolio management, trading, compliance, and post...
BlackRock Aladdin
A unified platform for portfolio management, trading, risk analytics, and operations used by institu...
SimCorp Dimension
A front-to-back investment management platform covering portfolio management, trading, compliance, a...
SS&C Eze (Eze Investment Suite)
A comprehensive suite of tools including an OMS, PMS, and EMS for buy-side and sell-side firms....
Bloomberg AIM
A comprehensive OMS integrated with the Bloomberg Terminal's data, analytics, and network....
FactSet Portware
A multi-asset execution and order management system (EMS/OMS) with advanced AI-driven trading tools....