Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Cloud based, integrated, customized, simplified solution for Asset Managers, Asset Owners and Service Providers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Microsoft 365
Slack
Xignite

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1500/month
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

PortfolioShop

Founded

1998

Country

United States

Website

www.portfolioshop.com

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

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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

Alternatives

Co-Pilot Reviews

Co-Pilot

FIX Flyer

Alternatives

Arbor Portfolio Manager Reviews

Arbor Portfolio Manager

Arbor Financial Systems
PackHedge™ Reviews

PackHedge™

FinLab Solutions SA
StockMaster Reviews

StockMaster

Supertech
FundCount Reviews

FundCount

FundCount Americas
PFS-Paxus Reviews

PFS-Paxus

Pacific Fund Systems