Audience

Stock Portfolio Management platform for financial advisors wanting to grow their business and attract new customers

About INDATA iPM Portfolio Architect AI

INDATA’s iPM Portfolio Architect AI is the investment industry’s first order and execution management (OMS/EMS) software that allows for portfolio construction (AI portfolio management), modeling, rebalancing, OMS compliance, OMS trading, and reporting solutions based on AI and machine learning (AI trading software). Architect AI leverages natural language processing (NLP) to perform complex workflows more rapidly, allowing portfolio managers, traders, compliance, operations and key executives to work more efficiently, reducing clicks and keystrokes in any given process, saving significant time. Our fund manager software optimizes the portfolio management process for the individual needs of each firm and their unique investment strategies while enhancing productivity. The Investment Management industry is uniquely positioned to take full advantage of several technology trends that can streamline and enhance the investment management process.

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Integrations

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Company Information

INDATA
United States
www.indataipm.com/order-and-execution-management/

Videos and Screen Captures

INDATA iPM Portfolio Architect AI Screenshot 1
INDATA iPM Portfolio Architect AI Screenshot 1 INDATA iPM Portfolio Architect AI Screenshot 2
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

INDATA iPM Portfolio Architect AI Frequently Asked Questions

Q: What kinds of users and organization types does INDATA iPM Portfolio Architect AI work with?
Q: What languages does INDATA iPM Portfolio Architect AI support in their product?
Q: What kind of support options does INDATA iPM Portfolio Architect AI offer?
Q: What type of training does INDATA iPM Portfolio Architect AI provide?

INDATA iPM Portfolio Architect AI Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

INDATA iPM Portfolio Architect AI Additional Categories