List of INDATA iPM Cloud Customers
Greenwich, 6830, CT,
United States
Since 2010, our global team of researchers has been studying INDATA iPM Cloud 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 iPM Cloud 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 iPM Cloud for Portfolio and Investment Management include: Paradigm Capital Management, a United States based Banking and Financial Services organisation with 65 employees and revenues of $7.0 million, The Renaissance Group, a United States based Banking and Financial Services organisation with 22 employees and revenues of $3.0 million, Intrepid Capital Management, a United States based Banking and Financial Services organisation with 16 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using INDATA iPM Cloud, 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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Intrepid Capital Management | Banking and Financial Services | 16 | $2M | United States | INDATA | INDATA iPM Cloud | Portfolio and Investment Management | 2021 | n/a |
In 2021, Intrepid Capital Management went live with INDATA iPM Cloud, deploying a fully integrated front-to-back SaaS solution to consolidate trading, accounting, billing, CRM and client portal functions on a single platform. The U.S. implementation focused on Portfolio and Investment Management workflows, with the stated goal to modernize operations across private wealth and institutional business lines.
INDATA iPM Cloud was provisioned as a single-platform front-to-back system, centralizing modules for order capture and trade processing, general ledger and portfolio accounting, billing and fee calculation, CRM-driven client servicing, and a client portal. Configuration emphasized unified data models and end-to-end workflow orchestration consistent with Portfolio and Investment Management systems, enabling consolidated transaction lifecycle processing and integrated client reporting.
Operational scope covered U.S. trading and client servicing activities across Intrepid Capital Management’s private wealth and institutional desks, shifting operational workstreams onto the INDATA iPM Cloud platform. Governance and rollout proceeded to a go-live state, embedding standardized processes for trading, accounting reconciliation, billing, and client communications to reduce manual handoffs.
The program was intended to modernize operations, improve productivity across business lines, and reduce costs versus the prior provider, reflecting a consolidation strategy to limit system fragmentation and streamline middle and back office processing. Intrepid Capital Management, INDATA iPM Cloud, Portfolio and Investment Management is thus positioned as a unified operational backbone for front-to-back investment operations.
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Paradigm Capital Management | Banking and Financial Services | 65 | $7M | United States | INDATA | INDATA iPM Cloud | Portfolio and Investment Management | 2024 | n/a |
In 2024, Paradigm Capital Management implemented INDATA iPM Cloud as a SaaS front-to-back solution delivered via INDATA’s private cloud to support Portfolio and Investment Management for its U.S. small-cap investment operations. The deployment was scoped to cover trading and order management workflows, portfolio accounting, performance measurement, and reporting, with INDATA iPM Cloud configured to provide a unified operational data model across those functional areas.
The implementation emphasized reconciliation orchestration and ongoing managed services, with the firm intending to streamline reconciliation processes and gain scalability for its U.S. operations. Operational coverage focused on portfolio managers, trading desks, and middle office accounting functions, while configuration concentrated on OMS, portfolio accounting, performance and reporting capabilities within the INDATA iPM Cloud environment.
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The Renaissance Group | Banking and Financial Services | 22 | $3M | United States | INDATA | INDATA iPM Cloud | Portfolio and Investment Management | 2016 | n/a |
In 2016, The Renaissance Group implemented INDATA iPM Cloud and upgraded to INDATA iPM Epic, moving core investment applications into a hosted private cloud environment. The Renaissance Group deployed INDATA iPM Cloud as the firmwide hosted infrastructure to centralize delivery of investment systems and reduce application sprawl across its Greater Cincinnati operations.
The implementation embedded INDATA iPM Epic as a front-to-back investment platform, aligning portfolio management, order management, trade processing, portfolio accounting, compliance controls, and reporting workflows within a single application stack. INDATA iPM Cloud and iPM Epic were configured to support standard Portfolio and Investment Management functional workflows, with operational automation around trade lifecycle and middle office reconciliation.
Architecturally the program consolidated IT and applications into INDATA’s private cloud to improve interoperability and to provide an owned disaster recovery posture for the firm in the United States. Governance centered on centralized application hosting and standardized operational procedures for investment operations and IT, enabling more consistent operational efficiency across the firm’s sites in the Greater Cincinnati region.
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