INDATA, a leading industry provider of software, technology and services for buy-side firms delivered via its iPM Epic platform, today announced that it has launched a Compliance-as-a-Service offering which includes a global shareholder disclosure service leveraging legal content from aosphere LLP, an affiliate of leading international legal practice, Allen & Overy LLP.
“Having a significant number of domestic and international clients managing global investment strategies in just about every market, managing shareholder disclosure is an extremely challenging activity,” commented David J. Csiki, President of INDATA. “Complex international regulations and rules can be issued or changed with little notice and require compliance adherence. By leveraging the best-in-class legal information provided by aosphere and offering this as part of a fully integrated service, our clients are afforded significant advantages over in-house managed or other vendor provided solutions,” he added.
“We’re pleased to complement INDATA’s compliance offering with our world-class Rulefinder service which provides a detailed analysis of global reporting obligations,” said Marc-Henri Chamay, Chief Executive, aosphere.
Under this relationship, aosphere will provide INDATA and iPM Epic clients with detailed legal information and also monitors and issues alerts on changes to global shareholder disclosure legislation. INDATA’s Compliance-as-a-Service team creates, adapts and tests the rules within the subscriber’s iPM Compliance software solution utilized by iPM Epic clients.
The service will also provide iPM Epic clients with the ability to leverage highly experienced INDATA staff for compliance rule writing, set up and testing utilizing INDATA’s iPM Compliance software, available via iPM Cloud or in-house. Now with aosphere’s legal information, INDATA clients have access to a single, comprehensive solution that offers best-in-class software, technology, services and data.
For more information on INDATA and its iPM Epic system, go to