List of INDATA Architect AI Customers
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Since 2010, our global team of researchers has been studying INDATA Architect AI customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased INDATA Architect AI for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using INDATA Architect AI for Portfolio and Investment Management include: Fundsmith, a United Kingdom based Banking and Financial Services organisation with 59 employees and revenues of $361.0 million, Dana Investment, a United States based Banking and Financial Services organisation with 62 employees and revenues of $29.0 million, Gf Asset Management Australia, a Australia based Banking and Financial Services organisation with 12 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using INDATA Architect AI, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Dana Investment | Banking and Financial Services | 62 | $29M | United States | INDATA | INDATA Architect AI | Portfolio and Investment Management | 2025 | n/a |
In 2025 Dana Investment implemented INDATA Architect AI as its platform for Portfolio and Investment Management. The deployment uses INDATA's iPM/Architect AI SaaS offering to support front to back investment operations including order management, portfolio accounting, performance measurement and reporting in the United States.
Dana originally started with INDATA for OMS. The firm subsequently added middle and back office modules via INDATA's iPM Private Cloud, expanding operational coverage beyond execution to reconciliation and accounting.
The combined architecture employs a SaaS core for front office functions and a private cloud layer for middle and back office modules, enabling separation of client facing trading workflows from accounting and reporting processes. INDATA Architect AI is configured to deliver portfolio accounting, performance analytics and reporting capabilities, consolidating investment data and orchestration across operations.
Governance and rollout followed an incremental module expansion from OMS to middle and back office, centralizing workflows and standardizing reporting processes across portfolio and operations teams. The implementation improved reporting capabilities and operational efficiency as stated in the source.
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Fundsmith | Banking and Financial Services | 59 | $361M | United Kingdom | INDATA | INDATA Architect AI | Portfolio and Investment Management | 2021 | n/a |
In 2021, Fundsmith implemented INDATA Architect AI for Portfolio and Investment Management. The deployment covers Fundsmith's fund strategies in the United Kingdom, bringing the application into live operations across portfolio and trading workflows.
Fundsmith is live on INDATA Architect AI's Order Management System and Portfolio Management functionality, automating portfolio management, trade order management, pre-trade and post-trade compliance, and reporting. The implementation centralizes OMS execution workflows and portfolio modeling capabilities within the vendor platform.
The solution is consumed as a SaaS offering with continuous vendor updates, aligning operational support and software delivery under INDATA's update cadence. Operational scope spans portfolio management, trading operations, compliance monitoring, and fund reporting functions.
Governance changes included standardizing trade order and compliance workflows to the INDATA Architect AI data model and operationalizing reporting through the platform's reporting modules, enabling streamlined workflows and more efficient fund operations. Fundsmith's live status on INDATA Architect AI indicates completed rollout for the stated modules and ongoing SaaS maintenance.
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Gf Asset Management Australia | Banking and Financial Services | 12 | $5M | Australia | INDATA | INDATA Architect AI | Portfolio and Investment Management | 2025 | n/a |
In 2025, GF Asset Management Australia deployed INDATA Architect AI to scale its global credit strategy and centralize portfolio operations. Vendor press release confirms the firm went live on INDATA Architect AI's OMS/PMS to support trade creation, compliance, reconciliation and performance attribution.
The implementation configured INDATA Architect AI’s order management and portfolio management capabilities, leveraging the OMS/PMS to orchestrate trade lifecycles, enforce compliance checks and run attribution workflows. The deployment maintained an integrated performance book of record within INDATA Architect AI to serve as a single source for performance measurement and attribution. Automation was applied to daily reconciliation processes to align custodial and fund administrator records with the performance book of record.
Integrations explicitly include custodians and the fund administrator, enabling automated daily reconciliation between trade records, settlement data and accounting feeds. Operational scope covers GF Asset Management Australia’s investment, middle office and operations teams as they scale the global credit strategy and streamline trade creation through the OMS. The work impacts portfolio management, compliance and operations business functions.
Governance shifted toward centralized reconciliations and a unified performance book of record as the authoritative source for compliance and attribution workflows, with the vendor-led go-live executed rapidly. The deployment sits within the Portfolio and Investment Management category and is reported to improve operational efficiency in Australia.
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