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Security & compliance
The vendor hasn’t added security or compliance details yet.
Investment management software for asset managers with portfolio management, trading, and compliance.
Pricing
Custom quote
Founded
1989
Team size
51-200 employees
Headquarters
Greenwich, CT
About Indata
INDATA iPM (indataipm.com) is a front-to-back investment-management software platform for asset managers and investment firms. It combines order and execution management (OMS/EMS), portfolio accounting, compliance, business-intelligence reporting and a client portal in one modular system with a single data set, along with managed services. (Note: this is investment-management software, not legal document management.)
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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