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Average Ratings 0 Ratings
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
An attractive and cutting-edge platform is designed for both mobile and web accessibility. Users can assess portfolios prior to their release, beginning with a performance review spanning five years. Each portfolio can be customized with its own risk level, title, and description, in addition to including a personalized disclaimer. To assist customers in selecting a portfolio that aligns with their risk tolerance, a questionnaire page is available. Users are encouraged to incorporate assets from U.S. exchanges into their portfolios. Performance analysis across various time frames is facilitated, and portfolios can be set to "visible" once evaluations are complete. Make sure to share your TRobo site link with potential clients. Additionally, consider embedding a preview portfolios widget on your website to entice prospective customers to explore your TRobo site further, enhancing engagement and interest.
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
$79 per 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
Tradency
Founded
2005
Country
United States
Website
www.tradency.com/trobo
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