iPM Epic

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INDATA’s iPM Epic® is the industry’s first investment technology platform specifically designed for the era of big data.

iPM Epic® has been specifically architected to work effectively with very large data sets, both internal and external to the investment management firm, including structured as well as unstructured data, which is routinely used within investment management with great effort and with the significant expenditure of resources. iPM Epic® seeks to automate the big data challenges that occur within each aspect of the investment management process including optimizing the capture, storage, search, sharing, analysis and visualization of data from a front, middle, and back office perspective for competitive advantage.

INDATA iPM – Intelligent Portfolio Management® is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process and offer real-time risk, compliance and performance monitoring as well as integrated tools for marketing.

The key differentiator of INDATA’s iPM technology is that it guides users’ daily workflow allowing them to operate more efficiently and make better decisions, whereas traditional legacy systems are merely “bookkeeping” packages that require end user input rather than proactively alerting users to situations and/or processes that need immediate or future attention.

iPM can be utilized in the Cloud, a concept that greatly simplifies the installation, maintenance and ongoing support of the product suite. Simply put, we make it easy for our clients to focus on using the software and services that meet their needs without worrying about monitoring and managing ancillary hardware and software.

Key Features

OMS/Front Office

iPM OMS links traders with portfolio managers, executing brokers, compliance and back office staff in real-time, resulting in efficient and error-free trading.  

IBOR (Investment Book of Record)

iPM Epic includes a complete IBOR (Investment Book of Record) system that provides fully configurable and customizable dashboards that consist of both real-time and historical information based on data from INDATA’s iPM Epic software suite as well as external systems.

Pre, Post, & Real-time Compliance

iPM Compliance proactively monitors pre and post-trade compliance as well as operational risk issues in real-time and automatically alerts compliance officers when a compliance issue requires additional oversight or special handling.  

Big Data/EDM (Enterprise Data Management)

iPM Epic, which is based on big data technology, contains a comprehensive EDM (Enterprise Data Management) system that allows clients to effectively manage their internal and external data sources so as to create a single consolidated source of data across that firm that can be easily accessed and analyzed in real-time.

Portfolio Accounting & Billing

iPM Back Office is a multi-instrument, multi-currency portfolio accounting system. It maintains transaction archives, capital changes, dividends, pricing and all other back-office portfolio maintenance functions. The system also has an extensive array of back-office tools such as automated reconciliation capabilities.  

Performance, Attribution, Reporting, & CRM

Performance: iPM Performance proactively monitors rates of return on multiple levels including total portfolio, asset classes, sectors, industries, securities and composites on a multi-currency basis.