INDATA Named Top-Tier Software Vendor by APPS RUN THE WORLD in the APPS and CLOUD TOP 500 Market Report

INDATA Strengths, Domain Expertise, and Key Differentiators

INDATA possesses several key strengths that differentiate it in the market. First and foremost, the company's domain expertise in the buy-side industry sets it apart. With a comprehensive suite of solutions, including trade order management, compliance, portfolio accounting, and front-to-back office capabilities, INDATA caters to the unique needs of asset managers, registered investment advisors, banks, wealth management firms, pension funds, and hedge funds.

INDATA's flagship products, iPM Epic and iPM Portfolio Architect AI, incorporate AI and ML technologies to provide intelligent portfolio management and construction tools. These solutions leverage big data to enhance decision-making, automate processes, and improve operational efficiency. By combining powerful analytics with real-time collaboration capabilities, INDATA empowers institutional investors with best-in-class functionality.

INDATA Recent Developments

In September 2023, INDATA has unveiled a software release, featuring Core System Changes that enhance back/middle office productivity, including advanced trade settlement features for the upcoming T+1 change and web-based dashboards for Performance Book of Record (PBOR) and composite maintenance. The release also introduces New OMS functionality for greater efficiency, Additional Digital Client Communication Tools with full API integration, and New Admin Tools offering enhanced user permissions and workflows, complemented by Architect AI Reporting and Data Visualizations for comprehensive, customizable insights into client wealth, including alternative asset classes.

In February 2022, INDATA announced a significant software release, introducing enhanced functionality and productivity improvements to its portfolio of solutions. With over 150 enhancements and system changes spanning the front, middle, and back office software, INDATA has demonstrated its commitment to continually advancing its offerings. While specific revenue and profit data for the recent period is not disclosed, INDATA's consistent focus on innovation positions the company for continued growth and success.

INDATA Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying INDATA applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of INDATA and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Indata iPM Epic customers.

INDATA Key Enterprise and Cloud Applications

Indata iPM Epic

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INDATA Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified INDATA Customers

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INDATA serves a diverse range of buy-side clients worldwide, managing assets ranging from under $1 billion to over $100 billion across various asset classes. The company's solutions have attracted a broad customer base, including asset managers, registered investment advisors, banks, wealth management firms, pension funds, and hedge funds. INDATA's success is evident through its reference customer wins and the trust it has earned from leading industry players. With its global reach, INDATA caters to clients across different regions, ensuring their specific requirements are met effectively. While the exact customer breakdown by region is not provided, INDATA's solutions have proven to be valuable across multiple geographies.

INDATA Market Opportunities, M&A and Geo Expansions

INDATA's investment management software offers comprehensive support for various functionalities within the industry. It seamlessly accommodates automated directed brokerage and step-out creation, while providing real-time blotter analytics that integrate live pricing and analytical data from third-party providers. Additionally, INDATA's iPM solution encompasses EMS capabilities, equipped with efficient program and list trading tools, robust connectivity with established algorithmic trading providers, dark pools, and TCA (Transaction Cost Analysis), as well as seamless integration with third-party products.

Moreover, iPM is designed to handle a wide range of fixed income security types, demonstrating specialized trading modules tailored for mortgage/asset-backed securities, cash management (e.g., commercial paper, money markets), interest rate swaps, and credit default swaps. With its extensive capabilities, INDATA's software addresses the diverse needs of investment managers across the fixed income landscape.

INDATA Risks and Challenges

In 2020, INDATA successfully expanded its operations into the Asia-Pacific (APAC) region. However, aligning the corporate strategy with the unique dynamics of the APAC office presents certain challenges.

INDATA Ecosystem, Partners, Resellers and SI

INDATA primarily derives its revenue from direct sales channels.

INDATA Cloud Infrastructure Insights

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• INDATA Public Cloud and Infrastructure (IaaS)
• INDATA Platform (PaaS)
• INDATA Application Delivery
• INDATA Private Cloud and Data Centers

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link: