INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. 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, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buyside clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally.
For more information, visit www.indataipm.com
bondIT provides portfolio construction technology and AI-driven credit analysis for fixed income. Empowering today’s portfolio manager and financial advisor, bondIT’s scalable technology platform leverages machine learning and data science techniques to provide optimized portfolios and analysis without sacrificing flexibility. Fixed income investment portfolios can be created and analyzed within minutes, existing portfolios can be realigned, and universes can be defined and managed. The platform allows for the seamless onboarding of internal models as well as downstream connectivity to existing portfolio management and trading systems.
bondIT is privately owned and data-agnostic, paving the way for financial institutions of all sizes to integrate via APIs and power their investment technologies.
Do any of these challenges sound familiar?
✔ We are too dependent on manual & error-prone processes to report our investment data.
✔ We cannot run rapid valuation & scenario analyses across our portfolio.
✔ We are overly reliant on Microsoft Excel.
✔ We can’t meet the growing transparency demands from our LPs.
✔ We can’t keep hiring more people as we raise more capital.
✔ Our existing systems are too rigid to meet our unique investment requirements.
If your current system struggles with any of the above, it's likely time to reassess your technology.
Request a demo of Mercatus to see what you're missing:
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Mercatus is an investment data management platform that helps private market fund managers and asset owners trust their data, scale their team, and make better investment decisions.