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Description
INDATA's iPM Portfolio Architect AI stands out as the pioneering order and execution management software in the investment sector, enabling portfolio construction, modeling, rebalancing, compliance, trading, and reporting through the use of artificial intelligence and machine learning. By utilizing natural language processing, Architect AI accelerates intricate workflows, allowing portfolio managers, traders, compliance officers, operations, and executives to enhance their efficiency, drastically minimizing the number of clicks and keystrokes needed in any process, which translates to substantial time savings. This innovative fund manager software is tailored to optimize the portfolio management process according to the distinct needs of each firm and their specific investment strategies, ultimately boosting productivity. With the investment management industry poised to leverage various technological advancements, there exists a significant opportunity to refine and improve the investment management process. As firms continue to embrace these advancements, they can expect not only enhanced efficiency but also a competitive edge in a rapidly evolving market.
Description
LUSID surpasses traditional portfolio management systems by instilling confidence in key aspects such as positions, cash, P&L, and exposure, while also providing tools that enhance efficiency in investment operations. With all essential investment data consolidated in one location, users can swiftly access information regarding positions and cash, generate shadow NAVs, reconcile accounts, and create tailored functionalities using the built-in tools. Furthermore, it offers comprehensive tools and workflows to streamline daily operational tasks in both the middle and back office, including tools for managing the position life cycle and conducting reconciliations. Our platform also includes tax lot accounting, a variety of P&L statements, cash reports, and the ability to produce shadow NAVs. Built on a robust framework, LUSID functions as an append-only, immutable data store that securely captures data with dual time stamps, ensuring that no information is ever lost, even if deleted. Additionally, you can leverage advanced tools like our data virtualization engine to delve into your data and create customized analytics and reports tailored to your specific needs. This ensures that users can not only manage their portfolios effectively but also gain deep insights from their data for informed decision-making.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
INDATA
Country
United States
Website
www.indataipm.com/order-and-execution-management/
Vendor Details
Company Name
FINBOURNE
Founded
2016
Country
United Kingdom
Website
www.finbourne.com/lusid-portfolio-management
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection