Practical AI Tools Automate Front Office Functions including Tax-Optimized Rebalancing, Overlay Management, Compliance & OMS via INDATA SaaS

A leading industry provider of software, technology and managed outsourcing services for buy-side firms, is showcasing its advanced functionality geared toward independent and hybrid financial advisors at the T3 Advisor Conference  in Tampa, FL March 13-16, 2023.

For independent advisors with a wealth management approach, INDATA provides a complete SaaS based solution powered by practical AI tools, including tax-optimized rebalancing and overlay management (models within models/sleeve management), pre-trade/post-trade/real-time compliance and threshold monitoring, as well as robust trade order management (OMS) based on a multi-asset approach. Additionally, INDATA provides advanced portfolio management capabilities which allow advisors the ability to more easily customize and personalize system output, including client portal.

“Powered by the latest technology, our industry leading SaaS solutions provide robust functionality for RIAs and wealth management firms seeking a level of automation and customization that is not typically found in ‘off the shelf’ software geared towards investment advisors,” commented David Csiki, President of INDATA.  “We are excited to showcase this functionality at the T3 Conference,” he added.

About INDATA®

INDATA is a leading specialized provider of software, technology and managed outsourcing services for buyside firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® – the industry’s first investment technology platform specifically designed for the era of big data and iPM Porfolio Architect AI™, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.