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YouTube 视频

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细节

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INDATA 主要特点

• iPM Cloud
  This cloud service allows investment firms to operate without technical issues and reduces IT costs, making it easier to manage remote operations.
• BI Reporting
  This feature offers a modern way to manage data and create business intelligence reports without the high costs of traditional data systems.
• Compliance Tools
  These tools help firms set and manage compliance rules throughout the trading process, ensuring they meet regulatory requirements.
• Managed Services
  These services support investment firms by handling back-office operations and ensuring smooth management of investment processes.
• Trade Order Management
  This software helps manage trading and reporting using AI and machine learning for better order and execution management.
• Customizable Dashboards
  Users can personalize their dashboards to improve their experience and access important information quickly.
• Portfolio Accounting Software
  This software provides investment accounting, performance measurement, and client fee billing, enhanced by AI and delivered via the cloud.
• Portfolio Management Software
  This software combines analytics and customer relationship management (CRM) functions for a complete view of portfolios and accounts.

INDATA 优势

• Cloud-Native Solutions
  Using the cloud means firms can work from anywhere, which is important for flexibility and remote work.
• Simplified Data Management
  It reduces the complexity of handling data, making it easier for firms to access and use information.
• Holistic View of Portfolios
  This allows managers to see all parts of their investments in one place, making it easier to make decisions.
• Customizable Compliance Rules
  Firms can tailor their compliance processes to fit their specific needs, helping them stand out in the market.
• Real-Time Compliance Monitoring
  It ensures that firms can follow rules and regulations without delays, keeping them safe from penalties.
• AI-Enhanced Investment Accounting
  AI helps improve accuracy in accounting and performance measurement, leading to better financial insights.
• Modernizing Trade Order Management
  It helps investment firms update their systems to be more efficient and effective.
• Integrated Analytics and CRM Functions
  This combination helps firms manage their client relationships and investment performance more effectively.
• Reducing Repetitive Tasks in Portfolio Management
  This makes work easier and faster for portfolio managers by automating routine tasks.

谁应该使用 INDATA？

• Services
  They can offer better support to clients with advanced technology and reporting tools.
• Hedge Funds
  They can improve their trading strategies with advanced order management and reporting features.
• Risk and Compliance
  They can ensure they meet all regulations with real-time compliance tools.
• Pension / Sovereign Wealth
  They can simplify their accounting and reporting processes, saving time and reducing costs.
• IT and System Administrators
  They can manage systems easily in the cloud, reducing technical issues and costs.
• Wealth Managers and Advisors
  They benefit from tools that help them track client portfolios and improve client service.
• Portfolio Management / Trading
  They can gain a complete view of their investments, helping them make better decisions.
• Portfolio Accounting/Operations
  They can automate tasks, making their work more efficient and accurate.
• Institutional Investment Managers
  They can use INDATA to manage their investments better and ensure compliance easily.

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徽章

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INDATA 替代品

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使用的技术

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