INDATA, a leading industry provider of cloud-native, SaaS-based investment management solutions for buyside firms, today announced that Green Alpha Advisors is live with INDATA’s Software-as-a-Service for Front, Middle and Back Office.
Green Alpha Advisors invests at the forefront of a historic economic transformation — where accelerating technologies, steep learning rates, and global networks are turning scarcity into abundance. Its Next Economy™ approach targets companies creating entirely new systems for production and human organization, capturing opportunities driven by structural trends that transcend politics. From Niwot, Colorado, the firm partners with clients seeking to participate in the most profound phase change in human history.
Green Alpha turned to INDATA’s front-to-back investment management platform to replace its previous OMS/Portfolio Accounting system. The firm needed a more integrated and robust solution to support its growing operations. The firm now uses the INDATA system for a range of functions including trade order management (OMS), Portfolio Accounting, Performance and Reporting, along with managed services for streamlined custodial data reconciliation. The transition has improved operational efficiency and scalability, allowing them to stay focused on delivering high-impact, sustainable investment strategies.
“Now that we have implemented INDATA, we are able to handle our trading operations much more efficiently,” commented Jeremy Deems, Chief Financial Officer and Co-Portfolio Manager for Green Alpha. “INDATA’s functionality and workflows surrounding trade construction have saved us significant time, allowing us to implement our investment decisions more quickly for the benefit of clients,” he added.
“Many investment firms require robust and efficient Trade Order Management as well as streamlined Portfolio Accounting to support growth. With INDATA, OMS and portfolio accounting are part of a fully integrated solution that runs seamlessly based on a single database architecture for optimum efficiency,” commented David Csiki, President of INDATA. “We are very pleased to welcome Green Alpha Advisors to our client community,” he added.
Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!
