Product Profile

iPM – Intelligent Portfolio Management®

First Release Date:
Language Support:
United Kingdom


Product/Service Description

INDATA is a leading industry provider of software, technology and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® - the industry’s first investment technology platform specifically designed for the era of big data. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.

Customer Overview

Total Number of customers undisclosed
Customer Size Large Enterprise , Medium , SMB
Customer Type Central Banks , Commercial Banks , Corporates , Institutional Investors , Investment Banks
Target Market Asia , Australia/New Zealand , Global , North America
Specific georgaphical coverage United States of America
Demo & Case Study Urls


  • Automation of such data challenges as capture, storage, search, sharing, analysis and visualization of data from a front, middle, and back office perspective.
  • Real-time risk, compliance and performance monitoring.


  • Integrated tools for marketing.
  • In the Cloud concept that greatly simplifies the installation, maintenance and ongoing support of the product suite.

Platform & Workflow

Server OS Windows Server
Workstation OS Windows
Programming Language and API undisclosed
SetUp and Installation Options undisclosed
Deployment Period undisclosed
Reporting Capabilities
Security Options Highly Secured
The product/service compliant with the following regulatory standards undisclosed

Connectivity, Hosting and Intergration

Hosting Option Inhouse , Hosted by provider
Hosting provider undisclosed
Devices Supported undisclosed
Compatibility with Database Management System (DBMS) SQL
Third party integration undisclosed

Support Services

Support Option Online Support , Phone Support


Support Location 1
Country USA
Address 441 Lexington Avenue New York, NY 10017
Phone 888-454-4060


Media Coverage (Quick Links)