List of INDATA iPM Portal Customers
Greenwich, 6830, CT,
United States
Since 2010, our global team of researchers has been studying INDATA iPM Portal 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 Portal for Portfolio and Investment Performance and Planning 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 Portal for Portfolio and Investment Performance and Planning include: Fundsmith, a United Kingdom based Banking and Financial Services organisation with 59 employees and revenues of $361.0 million, Pzena Investment Management, a United States based Banking and Financial Services organisation with 143 employees and revenues of $199.0 million, Dana Investment, a United States based Banking and Financial Services organisation with 62 employees and revenues of $29.0 million and many others.
Contact us if you need a completed and verified list of companies using INDATA iPM Portal, 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.
The INDATA iPM Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Dana Investment | Banking and Financial Services | 62 | $29M | United States | INDATA | INDATA iPM Portal | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Dana Investment implemented INDATA iPM Portal within INDATA’s iPM Private Cloud environment. The implementation extended the firm’s existing front to back platform usage from order management to additional middle and back office modules targeting portfolio accounting, performance and client reporting under the Portfolio and Investment Performance and Planning category.
INDATA iPM Portal was configured to provide client access, portfolio analytics and document sharing alongside core order management workflows. Functional modules brought into production include order management system capabilities, portfolio accounting, performance measurement and client reporting, together with portal services for secure client delivery and analytics.
Operational coverage is United States based, and the deployment impacts portfolio management, trading operations, accounting and client reporting functions. Governance changes focused on centralizing reporting workflows and consolidating middle and back office processes within the INDATA platform. The firm is cited as benefiting from recent platform enhancements including generative AI features that augment analytics and reporting.
|
 |
Fundsmith | Banking and Financial Services | 59 | $361M | United Kingdom | INDATA | INDATA iPM Portal | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024 Fundsmith implemented INDATA iPM Portal as part of a cloud-native portfolio reporting and analytics environment. INDATA iPM Portal is deployed alongside INDATA’s Architect AI OMS, a centralized Data Warehouse and BI Reporting to support the fund manager’s portfolio and client reporting stack within the Portfolio and Investment Performance and Planning category.
The implementation focuses on functional capabilities common to the Portfolio and Investment Performance and Planning category, including portfolio dashboards, performance analytics, client-facing reporting portals and BI-driven reporting workflows. Configuration emphasizes data consolidation from trade and position feeds, orchestration of compliance checkpoints and standardized performance measurement to support portfolio management and reporting use cases.
Integrations are explicit between the INDATA iPM Portal, Architect AI order management system and the Data Warehouse and BI Reporting layers, creating an end to end path from trade execution through middle office controls to investor reporting. The cloud-native deployment model enables centralized data processing across Fundsmith’s funds and operational coverage spans trading, compliance, portfolio management and investor reporting functions.
Governance activity centers on standardized reporting templates, reconciled data feeds and workflow-based compliance gates to reduce manual touch points. The combined stack including INDATA iPM Portal and Architect AI OMS is reported to improve operational efficiency while enabling richer portfolio dashboards and client-facing reporting capabilities.
|
 |
Pzena Investment Management | Banking and Financial Services | 143 | $199M | United States | INDATA | INDATA iPM Portal | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, Pzena Investment Management deployed INDATA iPM Portal to support Portfolio and Investment Performance and Planning. The implementation emphasizes integrated portfolio analytics, reporting and client access capabilities delivered through the INDATA iPM Portal.
Pzena uses INDATA for order management system workflows, portfolio management, investment accounting, performance measurement and reporting, with module usage aligned to straight through processing and consolidated portfolio analytics. The INDATA iPM Portal configuration is described by the vendor profile as providing integrated portfolio analytics, reporting and client access features, which informs the scope of functional modules implemented.
Operational coverage is in the United States and the deployment includes Power BI integration for enhanced business intelligence reporting as highlighted in the client profile. Business functions impacted include investment operations, portfolio analytics, client reporting and accounting, with processes oriented toward automation of data flows between OMS, accounting and performance measurement components.
Governance and process emphasis centers on driving straight through processing and operational efficiencies across portfolio reporting and analytics workflows, as stated in the source profile. The implementation narrative ties Pzena Investment Management, INDATA iPM Portal and Portfolio and Investment Performance and Planning to a consolidated analytics and reporting platform supporting front to back investment operations.
|
Buyer Intent: Companies Evaluating INDATA iPM Portal
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||